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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 | $31,456 | $131,835-76.1% | $108,582-71.0% | $273,972-88.5% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.6%-17.1pp | 83.0%-20.5pp |
| Annual return | 7.54% | -91.57%+99.1pp | -51.70%+59.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,317 | $4,913-73.2% | $3,758-65.0% | $4,869-73.0% |
| Participant deferral / active EE | $1,849 | $5,127-63.9% | $4,311-57.1% | $5,287-65.0% |
| Admin fee / account holder | $410 | $10,253-96.0% | $7,645-94.6% | $10,133-96.0% |