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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 | $28,650 | $45,566-37.1% | $64,105-55.3% | $59,633-52.0% |
| Participation rate | 46.4% | 60.2%-13.7pp | 68.2%-21.7pp | 68.7%-22.2pp |
| Annual return | -0.21% | 4.95%-5.2pp | 791.24%-791.4pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $1,201 | $934+28.6% | $1,820-34.0% | $2,203-45.5% |
| Participant deferral / active EE | $1,815 | $2,057-11.7% | $2,822-35.7% | $3,192-43.1% |
| Admin fee / account holder | $1,483 | $3,268-54.6% | $4,499-67.0% | $4,297-65.5% |