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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 | $41,339 | $52,678-21.5% | $75,784-45.5% | $59,633-30.7% |
| Participation rate | 34.6% | 67.2%-32.6pp | 75.8%-41.2pp | 68.7%-34.1pp |
| Annual return | -0.60% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $806 | $2,193-63.2% | $3,323-75.7% | $2,203-63.4% |
| Participant deferral / active EE | $1,210 | $2,591-53.3% | $3,652-66.9% | $3,192-62.1% |
| Admin fee / account holder | $939 | $3,610-74.0% | $5,300-82.3% | $4,297-78.1% |