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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 | $19,460 | $41,981-53.6% | $63,412-69.3% | $59,633-67.4% |
| Participation rate | 35.4% | 60.3%-24.9pp | 67.1%-31.7pp | 68.7%-33.3pp |
| Annual return | -0.63% | 13.04%-13.7pp | 4.04%-4.7pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $747 | $1,287-41.9% | $1,814-58.8% | $2,203-66.1% |
| Participant deferral / active EE | $1,512 | $2,002-24.5% | $2,496-39.4% | $3,192-52.6% |
| Admin fee / account holder | $1,795 | $3,509-48.9% | $3,753-52.2% | $4,297-58.2% |