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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 | $61,755-64.1% | $97,161-77.2% | $80,911-72.6% |
| Participation rate | 48.5% | 63.5%-15.0pp | 72.7%-24.2pp | 67.6%-19.2pp |
| Annual return | 15.47% | -557.90%+573.4pp | 75.36%-59.9pp | 35.63%-20.2pp |
| Employer contribution / active EE | $381 | $1,835-79.2% | $2,723-86.0% | $2,756-86.2% |
| Participant deferral / active EE | $2,449 | $3,026-19.1% | $4,265-42.6% | $4,297-43.0% |
| Admin fee / account holder | $1,676 | $5,166-67.6% | $5,647-70.3% | $6,935-75.8% |