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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 | $25,586 | $112,300-77.2% | $90,223-71.6% | $125,388-79.6% |
| Participation rate | 54.5% | 82.9%-28.3pp | 79.0%-24.5pp | 83.2%-28.6pp |
| Annual return | 1.03% | -0.57%+1.6pp | 1.31%-0.3pp | 282.24%-281.2pp |
| Employer contribution / active EE | $2,431 | $5,181-53.1% | $4,378-44.5% | $4,866-50.0% |
| Participant deferral / active EE | $3,252 | $6,733-51.7% | $5,792-43.9% | $5,352-39.2% |
| Admin fee / account holder | $8,670 | $10,990-21.1% | $7,406+17.1% | $9,541-9.1% |