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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 | $20,055 | $63,703-68.5% | $93,063-78.4% | $82,448-75.7% |
| Participation rate | 48.6% | 63.8%-15.2pp | 72.1%-23.5pp | 68.1%-19.4pp |
| Annual return | 20.42% | -775.43%+795.8pp | 34.15%-13.7pp | 41.64%-21.2pp |
| Employer contribution / active EE | $530 | $1,729-69.3% | $2,476-78.6% | $2,551-79.2% |
| Participant deferral / active EE | $1,494 | $2,919-48.8% | $3,958-62.3% | $4,139-63.9% |
| Admin fee / account holder | $407 | $5,982-93.2% | $6,033-93.3% | $7,234-94.4% |