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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 | $28,939 | $72,404-60.0% | $110,243-73.7% | $64,173-54.9% |
| Participation rate | 35.4% | 73.3%-37.9pp | 79.8%-44.4pp | 69.6%-34.1pp |
| Annual return | 4.18% | -6.29%+10.5pp | 314.76%-310.6pp | 7.63%-3.5pp |
| Employer contribution / active EE | $1,320 | $2,282-42.1% | $3,827-65.5% | $2,381-44.5% |
| Participant deferral / active EE | $1,993 | $3,469-42.6% | $4,672-57.3% | $3,470-42.6% |
| Admin fee / account holder | $536 | $5,664-90.5% | $8,548-93.7% | $4,887-89.0% |