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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 | $24,180 | $48,050-49.7% | $85,969-71.9% | $59,633-59.5% |
| Participation rate | 62.9% | 64.5%-1.6pp | 76.5%-13.7pp | 68.7%-5.8pp |
| Annual return | -1.93% | 0.29%-2.2pp | 9.32%-11.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,311 | $1,640-20.1% | $3,474-62.3% | $2,203-40.5% |
| Participant deferral / active EE | $1,813 | $2,249-19.4% | $3,829-52.7% | $3,192-43.2% |
| Admin fee / account holder | $2,043 | $3,206-36.3% | $6,053-66.2% | $4,297-52.5% |