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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,615 | $97,881-71.8% | $80,004-65.5% | $125,389-78.0% |
| Participation rate | 58.3% | 77.9%-19.5pp | 73.0%-14.7pp | 83.2%-24.9pp |
| Annual return | -1.36% | 9.36%-10.7pp | 7.63%-9.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $237 | $3,128-92.4% | $2,473-90.4% | $4,866-95.1% |
| Participant deferral / active EE | $2,140 | $3,744-42.8% | $3,204-33.2% | $5,352-60.0% |
| Admin fee / account holder | $378 | $6,278-94.0% | $5,033-92.5% | $9,541-96.0% |