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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 | $20,967 | $82,288-74.5% | $68,794-69.5% | $134,509-84.4% |
| Participation rate | 53.8% | 75.1%-21.2pp | 69.0%-15.2pp | 81.2%-27.4pp |
| Annual return | 19.39% | -2.19%+21.6pp | -6.37%+25.8pp | 418.13%-398.7pp |
| Employer contribution / active EE | $2,240 | $3,301-32.2% | $2,656-15.7% | $4,741-52.8% |
| Participant deferral / active EE | $3,132 | $4,738-33.9% | $3,941-20.5% | $6,400-51.1% |
| Admin fee / account holder | $820 | $6,482-87.4% | $4,934-83.4% | $11,427-92.8% |