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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 | $48,600 | $52,678-7.7% | $75,784-35.9% | $59,633-18.5% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.8%-15.8pp | 68.7%-8.7pp |
| Annual return | -1.28% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $421 | $2,193-80.8% | $3,323-87.3% | $2,203-80.9% |
| Participant deferral / active EE | $2,173 | $2,591-16.1% | $3,652-40.5% | $3,192-31.9% |
| Admin fee / account holder | $469 | $3,610-87.0% | $5,300-91.2% | $4,297-89.1% |