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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 | $44,366 | $61,789-28.2% | $97,167-54.3% | $80,874-45.1% |
| Participation rate | 47.6% | 63.5%-15.9pp | 72.7%-25.1pp | 67.6%-20.0pp |
| Annual return | 13.88% | -557.90%+571.8pp | 75.27%-61.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $506 | $1,837-72.5% | $2,729-81.5% | $2,756-81.6% |
| Participant deferral / active EE | $2,027 | $3,028-33.1% | $4,264-52.4% | $4,297-52.8% |
| Admin fee / account holder | $7,804 | $5,168+51.0% | $5,650+38.1% | $6,935+12.5% |