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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 | $20,776 | $45,438-54.3% | $80,004-74.0% | $59,633-65.2% |
| Participation rate | 51.9% | 63.7%-11.8pp | 73.0%-21.1pp | 68.7%-16.7pp |
| Annual return | -2.09% | 5.10%-7.2pp | 7.63%-9.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $342 | $1,236-72.3% | $2,473-86.2% | $2,203-84.5% |
| Participant deferral / active EE | $989 | $2,231-55.6% | $3,204-69.1% | $3,192-69.0% |
| Admin fee / account holder | $565 | $3,464-83.7% | $5,033-88.8% | $4,297-86.9% |