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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 | $30,000 | $39,162-23.4% | $100,671-70.2% | $59,633-49.7% |
| Participation rate | 47.4% | 55.9%-8.5pp | 70.7%-23.3pp | 68.7%-21.3pp |
| Annual return | -0.61% | 21.07%-21.7pp | 20.43%-21.0pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $659 | $1,151-42.7% | $4,012-83.6% | $2,203-70.1% |
| Participant deferral / active EE | $1,247 | $1,992-37.4% | $3,144-60.3% | $3,192-60.9% |
| Admin fee / account holder | $1,028 | $2,969-65.4% | $4,850-78.8% | $4,297-76.1% |