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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 | $20,360 | $61,815-67.1% | $97,295-79.1% | $80,959-74.9% |
| Participation rate | 39.2% | 63.5%-24.3pp | 72.7%-33.5pp | 67.7%-28.5pp |
| Annual return | 13.92% | -558.73%+572.6pp | 75.62%-61.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $418 | $1,836-77.2% | $2,723-84.7% | $2,757-84.8% |
| Participant deferral / active EE | $974 | $3,027-67.8% | $4,264-77.2% | $4,300-77.3% |
| Admin fee / account holder | $1,317 | $5,166-74.5% | $5,646-76.7% | $6,925-81.0% |