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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 | $79,349 | $47,553+66.9% | $136,867-42.0% | $69,733+13.8% |
| Participation rate | 20.0% | 61.4%-41.4pp | 74.5%-54.5pp | 62.5%-42.5pp |
| Annual return | 11.84% | -91.50%+103.3pp | 42.97%-31.1pp | 15.22%-3.4pp |
| Employer contribution / active EE | $628 | $2,087-69.9% | $3,547-82.3% | $2,250-72.1% |
| Participant deferral / active EE | $1,030 | $2,300-55.2% | $4,924-79.1% | $3,054-66.3% |
| Admin fee / account holder | $10,350 | $3,496+196.1% | $10,340+0.1% | $3,102+233.6% |