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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 | $11,397 | $33,120-65.6% | $40,757-72.0% | $59,633-80.9% |
| Participation rate | 63.8% | 70.7%-6.9pp | 79.3%-15.5pp | 68.7%-4.9pp |
| Annual return | 20.87% | 1.43%+19.4pp | -0.50%+21.4pp | 2041.45%-2020.6pp |
| Employer contribution / active EE | $1,261 | $2,119-40.5% | $3,004-58.0% | $2,203-42.7% |
| Participant deferral / active EE | $2,063 | $2,513-17.9% | $3,485-40.8% | $3,192-35.4% |
| Admin fee / account holder | $496 | $2,449-79.8% | $4,272-88.4% | $4,297-88.5% |