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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 | $39,708 | $45,566-12.9% | $64,105-38.1% | $59,633-33.4% |
| Participation rate | 55.8% | 60.2%-4.4pp | 68.2%-12.4pp | 68.7%-12.9pp |
| Annual return | -1.42% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $1,126 | $934+20.6% | $1,820-38.1% | $2,203-48.9% |
| Participant deferral / active EE | $1,899 | $2,057-7.7% | $2,822-32.7% | $3,192-40.5% |
| Admin fee / account holder | $1,898 | $3,268-41.9% | $4,499-57.8% | $4,297-55.8% |