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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 | $25,729 | $65,704-60.8% | $94,229-72.7% | $59,633-56.9% |
| Participation rate | 48.2% | 72.1%-23.9pp | 78.8%-30.6pp | 68.7%-20.5pp |
| Annual return | -1.16% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $678 | $2,021-66.5% | $3,587-81.1% | $2,203-69.2% |
| Participant deferral / active EE | $1,545 | $3,143-50.8% | $4,320-64.2% | $3,192-51.6% |
| Admin fee / account holder | $559 | $4,265-86.9% | $6,269-91.1% | $4,297-87.0% |