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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 | $15,861 | $30,732-48.4% | $59,496-73.3% | $59,632-73.4% |
| Participation rate | 48.1% | 43.2%+4.9pp | 54.6%-6.5pp | 68.7%-20.6pp |
| Annual return | 0.16% | 4.47%-4.3pp | 182.05%-181.9pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $199 | $631-68.5% | $1,153-82.8% | $2,203-91.0% |
| Participant deferral / active EE | $803 | $1,183-32.1% | $1,829-56.1% | $3,192-74.8% |
| Admin fee / account holder | $3,151 | $2,136+47.5% | $2,232+41.2% | $4,297-26.7% |