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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 | $38,632 | $61,789-37.5% | $97,167-60.2% | $80,874-52.2% |
| Participation rate | 38.4% | 63.5%-25.1pp | 72.7%-34.3pp | 67.6%-29.3pp |
| Annual return | 11.68% | -557.90%+569.6pp | 75.27%-63.6pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,056 | $1,837-42.5% | $2,729-61.3% | $2,756-61.7% |
| Participant deferral / active EE | $1,226 | $3,028-59.5% | $4,264-71.2% | $4,297-71.5% |
| Admin fee / account holder | $2,572 | $5,168-50.2% | $5,650-54.5% | $6,935-62.9% |