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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 | $21,305 | $86,701-75.4% | $73,309-70.9% | $125,389-83.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | -1.36% | 2.78%-4.1pp | 5.67%-7.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,030 | $4,152-75.2% | $3,237-68.2% | $4,866-78.8% |
| Participant deferral / active EE | $2,991 | $5,549-46.1% | $4,991-40.1% | $5,352-44.1% |
| Admin fee / account holder | $1,389 | $7,768-82.1% | $5,635-75.3% | $9,541-85.4% |