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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 | $34,932 | $61,755-43.4% | $97,161-64.0% | $80,911-56.8% |
| Participation rate | 11.1% | 63.5%-52.4pp | 72.7%-61.6pp | 67.6%-56.5pp |
| Annual return | 15.24% | -557.90%+573.1pp | 75.36%-60.1pp | 35.63%-20.4pp |
| Employer contribution / active EE | $478 | $1,835-74.0% | $2,723-82.5% | $2,756-82.7% |
| Participant deferral / active EE | $2,088 | $3,026-31.0% | $4,265-51.0% | $4,297-51.4% |
| Admin fee / account holder | $1,664 | $5,166-67.8% | $5,647-70.5% | $6,935-76.0% |