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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 | $26,340 | $52,911-50.2% | $73,309-64.1% | $59,633-55.8% |
| Participation rate | 66.7% | 68.2%-1.6pp | 74.9%-8.2pp | 68.7%-2.0pp |
| Annual return | -0.28% | 12.20%-12.5pp | 5.67%-6.0pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,169 | $1,909-38.7% | $3,237-63.9% | $2,203-46.9% |
| Participant deferral / active EE | $5,370 | $4,069+32.0% | $4,991+7.6% | $3,192+68.3% |
| Admin fee / account holder | $1,962 | $3,835-48.9% | $5,635-65.2% | $4,297-54.4% |