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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 | $20,209 | $61,815-67.3% | $97,295-79.2% | $80,959-75.0% |
| Participation rate | 58.5% | 63.5%-5.0pp | 72.7%-14.2pp | 67.7%-9.2pp |
| Annual return | 11.48% | -558.73%+570.2pp | 75.62%-64.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,192 | $1,836-35.1% | $2,723-56.2% | $2,757-56.8% |
| Participant deferral / active EE | $2,825 | $3,027-6.7% | $4,264-33.7% | $4,300-34.3% |
| Admin fee / account holder | $655 | $5,166-87.3% | $5,646-88.4% | $6,925-90.5% |