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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 | $26,377 | $63,703-58.6% | $93,063-71.7% | $82,448-68.0% |
| Participation rate | 50.0% | 63.8%-13.8pp | 72.1%-22.1pp | 68.1%-18.1pp |
| Annual return | 20.47% | -775.43%+795.9pp | 34.15%-13.7pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,323 | $1,729-23.5% | $2,476-46.6% | $2,551-48.1% |
| Participant deferral / active EE | $2,528 | $2,919-13.4% | $3,958-36.1% | $4,139-38.9% |
| Admin fee / account holder | $400 | $5,982-93.3% | $6,033-93.4% | $7,234-94.5% |