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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 | $39,805 | $45,438-12.4% | $80,004-50.2% | $59,633-33.2% |
| Participation rate | 51.4% | 63.7%-12.3pp | 73.0%-21.6pp | 68.7%-17.3pp |
| Annual return | -1.38% | 5.10%-6.5pp | 7.63%-9.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $550 | $1,236-55.5% | $2,473-77.8% | $2,203-75.0% |
| Participant deferral / active EE | $1,860 | $2,231-16.6% | $3,204-42.0% | $3,192-41.7% |
| Admin fee / account holder | $3,945 | $3,464+13.9% | $5,033-21.6% | $4,297-8.2% |