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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 | $38,916 | $54,380-28.4% | $68,509-43.2% | $59,633-34.7% |
| Participation rate | 19.6% | 70.2%-50.6pp | 74.7%-55.1pp | 68.7%-49.1pp |
| Annual return | 0.01% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $481 | $1,539-68.7% | $2,278-78.9% | $2,203-78.2% |
| Participant deferral / active EE | $1,311 | $2,643-50.4% | $3,382-61.3% | $3,192-58.9% |
| Admin fee / account holder | $6,928 | $3,885+78.3% | $5,275+31.3% | $4,297+61.2% |