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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 | $14,978 | $40,275-62.8% | $57,356-73.9% | $59,633-74.9% |
| Participation rate | 66.7% | 69.1%-2.5pp | 75.1%-8.4pp | 68.7%-2.0pp |
| Annual return | -0.22% | 27.52%-27.7pp | 24.41%-24.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $541 | $1,921-71.8% | $2,689-79.9% | $2,203-75.4% |
| Participant deferral / active EE | $1,678 | $2,400-30.1% | $3,162-46.9% | $3,192-47.4% |
| Admin fee / account holder | $915 | $2,820-67.5% | $3,357-72.7% | $4,297-78.7% |