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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 | $19,955 | $140,578-85.8% | $100,671-80.2% | $125,389-84.1% |
| Participation rate | 45.8% | 80.4%-34.6pp | 70.7%-24.9pp | 83.2%-37.4pp |
| Annual return | -1.04% | 24.67%-25.7pp | 20.43%-21.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $137 | $5,965-97.7% | $4,012-96.6% | $4,866-97.2% |
| Participant deferral / active EE | $1,452 | $3,981-63.5% | $3,144-53.8% | $5,352-72.9% |
| Admin fee / account holder | $1,091 | $6,716-83.8% | $4,850-77.5% | $9,541-88.6% |