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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 | $20,996 | $52,911-60.3% | $73,309-71.4% | $59,633-64.8% |
| Participation rate | 48.3% | 68.2%-19.9pp | 74.9%-26.6pp | 68.7%-20.3pp |
| Annual return | -1.17% | 12.20%-13.4pp | 5.67%-6.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $930 | $1,909-51.3% | $3,237-71.3% | $2,203-57.8% |
| Participant deferral / active EE | $2,651 | $4,069-34.9% | $4,991-46.9% | $3,192-17.0% |
| Admin fee / account holder | $1,509 | $3,835-60.7% | $5,635-73.2% | $4,297-64.9% |