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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 | $55,000 | $52,678+4.4% | $75,784-27.4% | $59,633-7.8% |
| Participation rate | 28.1% | 67.2%-39.1pp | 75.8%-47.7pp | 68.7%-40.5pp |
| Annual return | -0.49% | 2.95%-3.4pp | 9.68%-10.2pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $659 | $2,193-69.9% | $3,323-80.2% | $2,203-70.1% |
| Participant deferral / active EE | $1,285 | $2,591-50.4% | $3,652-64.8% | $3,192-59.7% |
| Admin fee / account holder | $2,431 | $3,610-32.7% | $5,300-54.1% | $4,297-43.4% |