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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 | $22,800 | $52,911-56.9% | $73,309-68.9% | $59,633-61.8% |
| Participation rate | 56.0% | 68.2%-12.2pp | 74.9%-18.9pp | 68.7%-12.7pp |
| Annual return | -0.58% | 12.20%-12.8pp | 5.67%-6.3pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $1,590 | $1,909-16.7% | $3,237-50.9% | $2,203-27.8% |
| Participant deferral / active EE | $2,473 | $4,069-39.2% | $4,991-50.5% | $3,192-22.5% |
| Admin fee / account holder | $15,823 | $3,835+312.6% | $5,635+180.8% | $4,297+268.2% |