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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 | $24,084 | $54,380-55.7% | $68,509-64.8% | $59,633-59.6% |
| Participation rate | 59.2% | 70.2%-11.0pp | 74.7%-15.5pp | 68.7%-9.5pp |
| Annual return | -1.94% | 2.83%-4.8pp | 8.27%-10.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $341 | $1,539-77.9% | $2,278-85.0% | $2,203-84.5% |
| Participant deferral / active EE | $1,363 | $2,643-48.4% | $3,382-59.7% | $3,192-57.3% |
| Admin fee / account holder | $2,218 | $3,885-42.9% | $5,275-57.9% | $4,297-48.4% |