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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 | $15,713 | $40,275-61.0% | $57,356-72.6% | $59,633-73.7% |
| Participation rate | 45.5% | 69.1%-23.7pp | 75.1%-29.6pp | 68.7%-23.2pp |
| Annual return | -0.88% | 27.52%-28.4pp | 24.41%-25.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $437 | $1,921-77.3% | $2,689-83.7% | $2,203-80.2% |
| Participant deferral / active EE | $1,061 | $2,400-55.8% | $3,162-66.4% | $3,192-66.8% |
| Admin fee / account holder | $2,943 | $2,820+4.4% | $3,357-12.3% | $4,297-31.5% |