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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 | $69,188 | $52,678+31.3% | $75,784-8.7% | $59,633+16.0% |
| Participation rate | 26.8% | 67.2%-40.5pp | 75.8%-49.1pp | 68.7%-41.9pp |
| Annual return | -2.85% | 2.95%-5.8pp | 9.68%-12.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $708 | $2,193-67.7% | $3,323-78.7% | $2,203-67.8% |
| Participant deferral / active EE | $1,675 | $2,591-35.3% | $3,652-54.1% | $3,192-47.5% |
| Admin fee / account holder | $788 | $3,610-78.2% | $5,300-85.1% | $4,297-81.7% |