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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 | $36,723 | $61,789-40.6% | $97,167-62.2% | $80,874-54.6% |
| Participation rate | 52.8% | 63.5%-10.7pp | 72.7%-19.9pp | 67.6%-14.9pp |
| Annual return | 18.10% | -557.90%+576.0pp | 75.27%-57.2pp | 35.62%-17.5pp |
| Employer contribution / active EE | $910 | $1,837-50.4% | $2,729-66.6% | $2,756-67.0% |
| Participant deferral / active EE | $2,284 | $3,028-24.6% | $4,264-46.4% | $4,297-46.8% |
| Admin fee / account holder | $2,159 | $5,168-58.2% | $5,650-61.8% | $6,935-68.9% |