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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 | $26,151 | $41,981-37.7% | $63,412-58.8% | $59,633-56.1% |
| Participation rate | 62.9% | 60.3%+2.6pp | 67.1%-4.2pp | 68.7%-5.8pp |
| Annual return | -0.09% | 13.04%-13.1pp | 4.04%-4.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $343 | $1,287-73.3% | $1,814-81.1% | $2,203-84.4% |
| Participant deferral / active EE | $1,498 | $2,002-25.1% | $2,496-40.0% | $3,192-53.1% |
| Admin fee / account holder | $2,713 | $3,509-22.7% | $3,753-27.7% | $4,297-36.9% |