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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 | $35,762 | $45,438-21.3% | $80,004-55.3% | $59,633-40.0% |
| Participation rate | 60.2% | 63.7%-3.5pp | 73.0%-12.8pp | 68.7%-8.4pp |
| Annual return | -0.30% | 5.10%-5.4pp | 7.63%-7.9pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $344 | $1,236-72.2% | $2,473-86.1% | $2,203-84.4% |
| Participant deferral / active EE | $1,871 | $2,231-16.1% | $3,204-41.6% | $3,192-41.4% |
| Admin fee / account holder | $3,586 | $3,464+3.5% | $5,033-28.8% | $4,297-16.5% |