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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 | $26,567 | $45,152-41.2% | $73,836-64.0% | $59,633-55.5% |
| Participation rate | 32.3% | 64.0%-31.8pp | 73.4%-41.2pp | 68.7%-36.4pp |
| Annual return | 0.12% | 27.40%-27.3pp | 2268.06%-2267.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $880 | $1,901-53.7% | $2,787-68.4% | $2,203-60.0% |
| Participant deferral / active EE | $2,001 | $2,573-22.2% | $3,583-44.2% | $3,192-37.3% |
| Admin fee / account holder | $860 | $3,515-75.5% | $4,882-82.4% | $4,297-80.0% |