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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 | $14,831 | $54,355-72.7% | $82,744-82.1% | $68,486-78.3% |
| Participation rate | 46.5% | 63.9%-17.4pp | 72.6%-26.1pp | 67.9%-21.4pp |
| Annual return | 1.65% | -13.67%+15.3pp | 702.22%-700.6pp | -7.85%+9.5pp |
| Employer contribution / active EE | $765 | $2,219-65.5% | $3,008-74.6% | $2,597-70.5% |
| Participant deferral / active EE | $1,955 | $3,246-39.8% | $4,395-55.5% | $4,028-51.5% |
| Admin fee / account holder | $4,845 | $4,397+10.2% | $5,325-9.0% | $5,404-10.3% |