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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 | $33,555 | $65,703-48.9% | $94,228-64.4% | $59,633-43.7% |
| Participation rate | 65.2% | 72.1%-6.9pp | 78.8%-13.6pp | 68.7%-3.5pp |
| Annual return | -2.12% | 5.22%-7.3pp | 10.68%-12.8pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $612 | $2,021-69.7% | $3,587-82.9% | $2,203-72.2% |
| Participant deferral / active EE | $1,734 | $3,143-44.8% | $4,320-59.9% | $3,192-45.7% |
| Admin fee / account holder | $2,137 | $4,264-49.9% | $6,269-65.9% | $4,297-50.3% |