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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 | $23,770 | $50,947-53.3% | $74,549-68.1% | $64,173-63.0% |
| Participation rate | 58.9% | 61.1%-2.2pp | 69.1%-10.2pp | 69.6%-10.7pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,395 | $1,115+25.0% | $1,961-28.9% | $2,381-41.4% |
| Participant deferral / active EE | $2,912 | $2,302+26.5% | $3,108-6.3% | $3,470-16.1% |
| Admin fee / account holder | $845 | $4,221-80.0% | $5,059-83.3% | $4,887-82.7% |