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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 | $21,261 | $52,678-59.6% | $75,784-71.9% | $59,633-64.3% |
| Participation rate | 64.1% | 67.2%-3.1pp | 75.8%-11.7pp | 68.7%-4.6pp |
| Annual return | -1.04% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $892 | $2,193-59.3% | $3,323-73.2% | $2,203-59.5% |
| Participant deferral / active EE | $2,854 | $2,591+10.2% | $3,652-21.8% | $3,192-10.6% |
| Admin fee / account holder | $538 | $3,610-85.1% | $5,300-89.8% | $4,297-87.5% |