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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 | $22,139 | $61,787-64.2% | $97,197-77.2% | $80,925-72.6% |
| Participation rate | 48.5% | 63.5%-15.0pp | 72.7%-24.2pp | 67.7%-19.2pp |
| Annual return | 15.47% | -558.16%+573.6pp | 75.47%-60.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $381 | $1,836-79.2% | $2,723-86.0% | $2,756-86.2% |
| Participant deferral / active EE | $2,449 | $3,027-19.1% | $4,263-42.6% | $4,299-43.0% |
| Admin fee / account holder | $1,676 | $5,170-67.6% | $5,637-70.3% | $6,940-75.9% |