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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 | $26,605 | $47,553-44.1% | $136,867-80.6% | $69,733-61.8% |
| Participation rate | 43.2% | 61.4%-18.1pp | 74.5%-31.3pp | 62.5%-19.2pp |
| Annual return | 10.29% | -91.50%+101.8pp | 42.97%-32.7pp | 15.22%-4.9pp |
| Employer contribution / active EE | $1,253 | $2,087-40.0% | $3,547-64.7% | $2,250-44.3% |
| Participant deferral / active EE | $1,768 | $2,300-23.1% | $4,924-64.1% | $3,054-42.1% |
| Admin fee / account holder | $6,166 | $3,496+76.4% | $10,340-40.4% | $3,102+98.8% |