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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 | $23,571 | $77,816-69.7% | $123,552-80.9% | $64,173-63.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -0.09% | 12.49%-12.6pp | 119.20%-119.3pp | 7.63%-7.7pp |
| Employer contribution / active EE | $1,271 | $3,014-57.8% | $4,628-72.5% | $2,381-46.6% |
| Participant deferral / active EE | $2,213 | $5,240-57.8% | $6,426-65.6% | $3,470-36.2% |
| Admin fee / account holder | $3,100 | $5,519-43.8% | $9,285-66.6% | $4,887-36.6% |