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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 | $32,729 | $61,787-47.0% | $97,197-66.3% | $80,925-59.6% |
| Participation rate | 22.0% | 63.5%-41.5pp | 72.7%-50.7pp | 67.7%-45.7pp |
| Annual return | 15.26% | -558.16%+573.4pp | 75.47%-60.2pp | 35.65%-20.4pp |
| Employer contribution / active EE | $601 | $1,836-67.3% | $2,723-77.9% | $2,756-78.2% |
| Participant deferral / active EE | $1,491 | $3,027-50.7% | $4,263-65.0% | $4,299-65.3% |
| Admin fee / account holder | $429 | $5,170-91.7% | $5,637-92.4% | $6,940-93.8% |