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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 | $32,417 | $52,678-38.5% | $75,784-57.2% | $59,633-45.6% |
| Participation rate | 69.2% | 67.2%+2.0pp | 75.8%-6.6pp | 68.7%+0.6pp |
| Annual return | -1.57% | 2.95%-4.5pp | 9.68%-11.3pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $900 | $2,193-59.0% | $3,323-72.9% | $2,203-59.2% |
| Participant deferral / active EE | $1,815 | $2,591-29.9% | $3,652-50.3% | $3,192-43.1% |
| Admin fee / account holder | $479 | $3,610-86.7% | $5,300-91.0% | $4,297-88.9% |