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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 | $53,100 | $63,703-16.6% | $93,063-42.9% | $82,448-35.6% |
| Participation rate | 41.5% | 63.8%-22.3pp | 72.1%-30.6pp | 68.1%-26.6pp |
| Annual return | 13.71% | -775.43%+789.1pp | 34.15%-20.4pp | 41.64%-27.9pp |
| Employer contribution / active EE | $400 | $1,729-76.8% | $2,476-83.8% | $2,551-84.3% |
| Participant deferral / active EE | $1,827 | $2,919-37.4% | $3,958-53.8% | $4,139-55.9% |
| Admin fee / account holder | $1,404 | $5,982-76.5% | $6,033-76.7% | $7,234-80.6% |