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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 | $21,833 | $52,678-58.6% | $75,782-71.2% | $59,632-63.4% |
| Participation rate | 64.0% | 67.2%-3.2pp | 75.8%-11.8pp | 68.7%-4.7pp |
| Annual return | -0.63% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.32%-2041.9pp |
| Employer contribution / active EE | $1,464 | $2,193-33.2% | $3,323-55.9% | $2,203-33.5% |
| Participant deferral / active EE | $2,335 | $2,591-9.9% | $3,652-36.1% | $3,192-26.8% |
| Admin fee / account holder | $2,110 | $3,610-41.6% | $5,300-60.2% | $4,297-50.9% |