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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 | $24,764 | $54,380-54.5% | $68,509-63.9% | $59,633-58.5% |
| Participation rate | 51.4% | 70.2%-18.8pp | 74.7%-23.4pp | 68.7%-17.3pp |
| Annual return | -1.04% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $898 | $1,539-41.7% | $2,278-60.6% | $2,203-59.3% |
| Participant deferral / active EE | $2,440 | $2,643-7.7% | $3,382-27.9% | $3,192-23.6% |
| Admin fee / account holder | $7,042 | $3,885+81.2% | $5,275+33.5% | $4,297+63.9% |