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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 | $33,454 | $39,162-14.6% | $100,671-66.8% | $59,633-43.9% |
| Participation rate | 50.0% | 55.9%-5.9pp | 70.7%-20.7pp | 68.7%-18.7pp |
| Annual return | 1.18% | 21.07%-19.9pp | 20.43%-19.2pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $443 | $1,151-61.5% | $4,012-89.0% | $2,203-79.9% |
| Participant deferral / active EE | $1,440 | $1,992-27.7% | $3,144-54.2% | $3,192-54.9% |
| Admin fee / account holder | $5,287 | $2,969+78.0% | $4,850+9.0% | $4,297+23.0% |