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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 | $21,306 | $61,815-65.5% | $97,295-78.1% | $80,959-73.7% |
| Participation rate | 25.5% | 63.5%-38.0pp | 72.7%-47.2pp | 67.7%-42.2pp |
| Annual return | 12.00% | -558.73%+570.7pp | 75.62%-63.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $486 | $1,836-73.5% | $2,723-82.1% | $2,757-82.4% |
| Participant deferral / active EE | $1,747 | $3,027-42.3% | $4,264-59.0% | $4,300-59.4% |
| Admin fee / account holder | $985 | $5,166-80.9% | $5,646-82.6% | $6,925-85.8% |