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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 | $27,248 | $113,941-76.1% | $94,229-71.1% | $125,389-78.3% |
| Participation rate | 54.5% | 82.9%-28.3pp | 78.8%-24.2pp | 83.2%-28.6pp |
| Annual return | -1.82% | 5.29%-7.1pp | 10.68%-12.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,070 | $4,727-77.4% | $3,587-70.2% | $4,866-78.0% |
| Participant deferral / active EE | $1,954 | $5,179-62.3% | $4,320-54.8% | $5,352-63.5% |
| Admin fee / account holder | $1,144 | $8,392-86.4% | $6,269-81.8% | $9,541-88.0% |