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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 | $29,218 | $65,704-55.5% | $94,229-69.0% | $59,633-51.0% |
| Participation rate | 40.0% | 72.1%-32.1pp | 78.8%-38.8pp | 68.7%-28.7pp |
| Annual return | -0.69% | 5.22%-5.9pp | 10.68%-11.4pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $817 | $2,021-59.6% | $3,587-77.2% | $2,203-62.9% |
| Participant deferral / active EE | $1,674 | $3,143-46.8% | $4,320-61.3% | $3,192-47.6% |
| Admin fee / account holder | $2,597 | $4,265-39.1% | $6,269-58.6% | $4,297-39.6% |