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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 | $33,270 | $77,816-57.2% | $123,552-73.1% | $64,173-48.2% |
| Participation rate | 52.3% | 74.7%-22.4pp | 82.3%-30.0pp | 69.6%-17.3pp |
| Annual return | -7.45% | 12.49%-19.9pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,376 | $3,014-54.4% | $4,628-70.3% | $2,381-42.2% |
| Participant deferral / active EE | $2,896 | $5,240-44.7% | $6,426-54.9% | $3,470-16.5% |
| Admin fee / account holder | $1,041 | $5,519-81.1% | $9,285-88.8% | $4,887-78.7% |