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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 | $17,981 | $61,815-70.9% | $97,295-81.5% | $80,959-77.8% |
| Participation rate | 41.7% | 63.5%-21.8pp | 72.7%-31.0pp | 67.7%-26.0pp |
| Annual return | 13.40% | -558.73%+572.1pp | 75.62%-62.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,140 | $1,836-37.9% | $2,723-58.1% | $2,757-58.6% |
| Participant deferral / active EE | $1,306 | $3,027-56.8% | $4,264-69.4% | $4,300-69.6% |
| Admin fee / account holder | $319 | $5,166-93.8% | $5,646-94.4% | $6,925-95.4% |