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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 | $47,473 | $69,977-32.2% | $108,582-56.3% | $62,881-24.5% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 6.39% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $994 | $2,135-53.5% | $3,758-73.6% | $2,281-56.4% |
| Participant deferral / active EE | $1,470 | $3,165-53.6% | $4,311-65.9% | $3,203-54.1% |
| Admin fee / account holder | $3,999 | $5,076-21.2% | $7,645-47.7% | $4,296-6.9% |