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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 | $53,537 | $63,703-16.0% | $93,063-42.5% | $82,448-35.1% |
| Participation rate | 42.1% | 63.8%-21.7pp | 72.1%-30.0pp | 68.1%-26.0pp |
| Annual return | 17.21% | -775.43%+792.6pp | 34.15%-16.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,097 | $1,729-36.5% | $2,476-55.7% | $2,551-57.0% |
| Participant deferral / active EE | $2,268 | $2,919-22.3% | $3,958-42.7% | $4,139-45.2% |
| Admin fee / account holder | $928 | $5,982-84.5% | $6,033-84.6% | $7,234-87.2% |