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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 | $19,564 | $75,832-74.2% | $147,617-86.7% | $59,633-67.2% |
| Participation rate | 48.4% | 71.6%-23.1pp | 84.6%-36.2pp | 68.7%-20.2pp |
| Annual return | 2.31% | 0.37%+1.9pp | 61.98%-59.7pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $576 | $3,485-83.5% | $5,564-89.7% | $2,203-73.9% |
| Participant deferral / active EE | $2,612 | $3,131-16.6% | $4,895-46.6% | $3,192-18.2% |
| Admin fee / account holder | $4,670 | $5,986-22.0% | $11,612-59.8% | $4,297+8.7% |