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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 | $23,383 | $72,177-67.6% | $115,038-79.7% | $59,633-60.8% |
| Participation rate | 60.7% | 72.6%-11.8pp | 81.4%-20.7pp | 68.7%-8.0pp |
| Annual return | -1.30% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,381 | $2,841-51.4% | $4,608-70.0% | $2,203-37.3% |
| Participant deferral / active EE | $2,317 | $4,783-51.5% | $6,026-61.5% | $3,192-27.4% |
| Admin fee / account holder | $893 | $4,927-81.9% | $8,175-89.1% | $4,297-79.2% |