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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 | $51,765 | $65,704-21.2% | $94,229-45.1% | $59,633-13.2% |
| Participation rate | 43.5% | 72.1%-28.6pp | 78.8%-35.3pp | 68.7%-25.2pp |
| Annual return | -1.67% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $440 | $2,021-78.2% | $3,587-87.7% | $2,203-80.0% |
| Participant deferral / active EE | $1,758 | $3,143-44.1% | $4,320-59.3% | $3,192-44.9% |
| Admin fee / account holder | $320 | $4,265-92.5% | $6,269-94.9% | $4,297-92.6% |