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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 | $48,001 | $52,911-9.3% | $73,309-34.5% | $59,633-19.5% |
| Participation rate | 47.0% | 68.2%-21.2pp | 74.9%-27.9pp | 68.7%-21.7pp |
| Annual return | -0.52% | 12.20%-12.7pp | 5.67%-6.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $263 | $1,909-86.2% | $3,237-91.9% | $2,203-88.1% |
| Participant deferral / active EE | $2,463 | $4,069-39.5% | $4,991-50.7% | $3,192-22.8% |
| Admin fee / account holder | $1,436 | $3,835-62.6% | $5,635-74.5% | $4,297-66.6% |