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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 | $43,022 | $54,380-20.9% | $68,509-37.2% | $59,633-27.9% |
| Participation rate | 38.1% | 70.2%-32.1pp | 74.7%-36.6pp | 68.7%-30.6pp |
| Annual return | -2.19% | 2.83%-5.0pp | 8.27%-10.5pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $667 | $1,539-56.6% | $2,278-70.7% | $2,203-69.7% |
| Participant deferral / active EE | $2,053 | $2,643-22.3% | $3,382-39.3% | $3,192-35.7% |
| Admin fee / account holder | $2,683 | $3,885-31.0% | $5,275-49.1% | $4,297-37.6% |