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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 | $34,375 | $54,380-36.8% | $68,509-49.8% | $59,633-42.4% |
| Participation rate | 47.9% | 70.2%-22.3pp | 74.7%-26.8pp | 68.7%-20.8pp |
| Annual return | 1.31% | 2.83%-1.5pp | 8.27%-7.0pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $407 | $1,539-73.6% | $2,278-82.1% | $2,203-81.5% |
| Participant deferral / active EE | $1,627 | $2,643-38.5% | $3,382-51.9% | $3,192-49.0% |
| Admin fee / account holder | $7,936 | $3,885+104.3% | $5,275+50.5% | $4,297+84.7% |