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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 | $13,320 | $49,177-72.9% | $79,466-83.2% | $64,173-79.2% |
| Participation rate | 53.8% | 65.0%-11.2pp | 73.3%-19.5pp | 69.6%-15.7pp |
| Annual return | 5.07% | -1.16%+6.2pp | 718.28%-713.2pp | 7.63%-2.6pp |
| Employer contribution / active EE | $1,606 | $2,076-22.6% | $2,800-42.6% | $2,381-32.5% |
| Participant deferral / active EE | $2,347 | $2,821-16.8% | $3,704-36.6% | $3,470-32.4% |
| Admin fee / account holder | $1,912 | $3,839-50.2% | $5,104-62.5% | $4,887-60.9% |