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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 | $32,772 | $117,623-72.1% | $71,702-54.3% | $134,509-75.6% |
| Participation rate | 58.3% | 68.9%-10.5pp | 62.3%-4.0pp | 81.2%-22.9pp |
| Annual return | 0.30% | 25.44%-25.1pp | 9.14%-8.8pp | 418.13%-417.8pp |
| Employer contribution / active EE | $1,109 | $2,525-56.1% | $1,704-34.9% | $4,741-76.6% |
| Participant deferral / active EE | $1,826 | $3,759-51.4% | $2,658-31.3% | $6,400-71.5% |
| Admin fee / account holder | $2,744 | $6,379-57.0% | $3,974-30.9% | $11,427-76.0% |