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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 | $61,755-65.5% | $97,161-78.1% | $80,911-73.7% |
| Participation rate | 25.5% | 63.5%-38.0pp | 72.7%-47.2pp | 67.6%-42.2pp |
| Annual return | 12.00% | -557.90%+569.9pp | 75.36%-63.4pp | 35.63%-23.6pp |
| Employer contribution / active EE | $486 | $1,835-73.5% | $2,723-82.1% | $2,756-82.3% |
| Participant deferral / active EE | $1,747 | $3,026-42.3% | $4,265-59.0% | $4,297-59.3% |
| Admin fee / account holder | $985 | $5,166-80.9% | $5,647-82.6% | $6,935-85.8% |