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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 | $45,020 | $77,817-42.1% | $123,553-63.6% | $64,173-29.8% |
| Participation rate | 44.2% | 74.7%-30.5pp | 82.3%-38.1pp | 69.6%-25.3pp |
| Annual return | -5.69% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,319 | $3,014-56.2% | $4,628-71.5% | $2,381-44.6% |
| Participant deferral / active EE | $3,557 | $5,240-32.1% | $6,426-44.6% | $3,470+2.5% |
| Admin fee / account holder | $2,456 | $5,519-55.5% | $9,284-73.6% | $4,887-49.8% |