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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 | $47,628 | $73,839-35.5% | $143,788-66.9% | $68,495-30.5% |
| Participation rate | 55.1% | 66.7%-11.6pp | 80.3%-25.2pp | 67.9%-12.8pp |
| Annual return | -17.03% | 1.01%-18.0pp | -0.03%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $705 | $3,184-77.9% | $4,952-85.8% | $2,596-72.9% |
| Participant deferral / active EE | $2,433 | $3,384-28.1% | $5,638-56.8% | $4,028-39.6% |
| Admin fee / account holder | $1,764 | $5,755-69.4% | $14,675-88.0% | $5,403-67.4% |