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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 | $36,891 | $83,908-56.0% | $68,509-46.2% | $125,389-70.6% |
| Participation rate | 68.2% | 78.2%-10.0pp | 74.7%-6.5pp | 83.2%-15.0pp |
| Annual return | 0.05% | 14.48%-14.4pp | 8.27%-8.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $880 | $3,031-71.0% | $2,278-61.4% | $4,866-81.9% |
| Participant deferral / active EE | $2,193 | $4,125-46.8% | $3,382-35.2% | $5,352-59.0% |
| Admin fee / account holder | $5,020 | $8,982-44.1% | $5,275-4.8% | $9,541-47.4% |