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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 | $21,491 | $69,012-68.9% | $160,009-86.6% | $68,486-68.6% |
| Participation rate | 53.6% | 65.4%-11.9pp | 78.0%-24.4pp | 67.9%-14.3pp |
| Annual return | 15.90% | -9.65%+25.5pp | 408.85%-393.0pp | -7.85%+23.7pp |
| Employer contribution / active EE | $883 | $2,212-60.1% | $4,225-79.1% | $2,597-66.0% |
| Participant deferral / active EE | $2,271 | $4,212-46.1% | $6,183-63.3% | $4,028-43.6% |
| Admin fee / account holder | $5,936 | $4,798+23.7% | $8,715-31.9% | $5,404+9.8% |