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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 | $11,818 | $37,463-68.5% | $77,096-84.7% | $66,938-82.3% |
| Participation rate | 24.3% | 52.9%-28.6pp | 67.9%-43.6pp | 69.8%-45.5pp |
| Annual return | 42.64% | -3.25%+45.9pp | 42.35%+0.3pp | 1.58%+41.1pp |
| Employer contribution / active EE | $646 | $1,535-57.9% | $2,814-77.0% | $2,545-74.6% |
| Participant deferral / active EE | $1,549 | $2,621-40.9% | $4,429-65.0% | $4,238-63.4% |
| Admin fee / account holder | $534 | $568-6.0% | $5,428-90.2% | $594-10.1% |