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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 | $12,570 | $61,815-79.7% | $97,295-87.1% | $80,959-84.5% |
| Participation rate | 48.9% | 63.5%-14.6pp | 72.7%-23.7pp | 67.7%-18.8pp |
| Annual return | 12.47% | -558.73%+571.2pp | 75.62%-63.2pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,113 | $1,836-39.4% | $2,723-59.1% | $2,757-59.6% |
| Participant deferral / active EE | $2,480 | $3,027-18.1% | $4,264-41.8% | $4,300-42.3% |
| Admin fee / account holder | $807 | $5,166-84.4% | $5,646-85.7% | $6,925-88.3% |