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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 | $33,117 | $63,703-48.0% | $93,063-64.4% | $82,448-59.8% |
| Participation rate | 23.9% | 63.8%-40.0pp | 72.1%-48.3pp | 68.1%-44.2pp |
| Annual return | 45.64% | -775.43%+821.1pp | 34.15%+11.5pp | 41.64%+4.0pp |
| Employer contribution / active EE | $674 | $1,729-61.0% | $2,476-72.8% | $2,551-73.6% |
| Participant deferral / active EE | $1,650 | $2,919-43.5% | $3,958-58.3% | $4,139-60.1% |
| Admin fee / account holder | $473 | $5,982-92.1% | $6,033-92.2% | $7,234-93.5% |