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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 | $24,686 | $45,566-45.8% | $64,105-61.5% | $59,633-58.6% |
| Participation rate | 36.5% | 60.2%-23.6pp | 68.2%-31.6pp | 68.7%-32.1pp |
| Annual return | 0.39% | 4.95%-4.6pp | 791.24%-790.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $346 | $934-62.9% | $1,820-81.0% | $2,203-84.3% |
| Participant deferral / active EE | $913 | $2,057-55.6% | $2,822-67.6% | $3,192-71.4% |
| Admin fee / account holder | $1,747 | $3,268-46.5% | $4,499-61.2% | $4,297-59.3% |