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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 | $22,793 | $73,848-69.1% | $143,799-84.1% | $68,486-66.7% |
| Participation rate | 45.3% | 66.7%-21.3pp | 80.3%-35.0pp | 67.9%-22.5pp |
| Annual return | 45.70% | 0.91%+44.8pp | -0.04%+45.7pp | -7.85%+53.6pp |
| Employer contribution / active EE | $1,258 | $3,184-60.5% | $4,952-74.6% | $2,597-51.5% |
| Participant deferral / active EE | $2,999 | $3,385-11.4% | $5,638-46.8% | $4,028-25.5% |
| Admin fee / account holder | $1,344 | $5,755-76.7% | $14,677-90.8% | $5,404-75.1% |