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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 | $28,506 | $52,678-45.9% | $75,784-62.4% | $59,633-52.2% |
| Participation rate | 54.8% | 67.2%-12.4pp | 75.8%-21.0pp | 68.7%-13.8pp |
| Annual return | -2.79% | 2.95%-5.7pp | 9.68%-12.5pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,223 | $2,193-44.2% | $3,323-63.2% | $2,203-44.5% |
| Participant deferral / active EE | $2,729 | $2,591+5.3% | $3,652-25.3% | $3,192-14.5% |
| Admin fee / account holder | $1,564 | $3,610-56.7% | $5,300-70.5% | $4,297-63.6% |