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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 | $29,828 | $131,835-77.4% | $108,582-72.5% | $273,972-89.1% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.6%-15.9pp | 83.0%-19.4pp |
| Annual return | 5.43% | -91.57%+97.0pp | -51.70%+57.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,053 | $4,913-78.6% | $3,758-72.0% | $4,869-78.4% |
| Participant deferral / active EE | $2,605 | $5,127-49.2% | $4,311-39.6% | $5,287-50.7% |
| Admin fee / account holder | $2,130 | $10,253-79.2% | $7,645-72.1% | $10,133-79.0% |