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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 | $22,743 | $61,815-63.2% | $97,295-76.6% | $80,959-71.9% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.7%-22.7pp | 67.7%-17.7pp |
| Annual return | 16.03% | -558.73%+574.8pp | 75.62%-59.6pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,318 | $1,836-28.3% | $2,723-51.6% | $2,757-52.2% |
| Participant deferral / active EE | $2,730 | $3,027-9.8% | $4,264-36.0% | $4,300-36.5% |
| Admin fee / account holder | $345 | $5,166-93.3% | $5,646-93.9% | $6,925-95.0% |