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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 | $36,925 | $72,177-48.8% | $115,038-67.9% | $59,633-38.1% |
| Participation rate | 59.6% | 72.6%-12.9pp | 81.4%-21.8pp | 68.7%-9.1pp |
| Annual return | 0.46% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $600 | $2,841-78.9% | $4,608-87.0% | $2,203-72.8% |
| Participant deferral / active EE | $2,823 | $4,783-41.0% | $6,026-53.2% | $3,192-11.6% |
| Admin fee / account holder | $2,027 | $4,927-58.9% | $8,175-75.2% | $4,297-52.8% |