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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 | $46,618 | $99,032-52.9% | $80,022-41.7% | $135,380-65.6% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -3.16% | 15.39%-18.6pp | 11.22%-14.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $1,134 | $3,043-62.7% | $2,468-54.1% | $4,779-76.3% |
| Participant deferral / active EE | $1,711 | $4,282-60.0% | $3,686-53.6% | $5,609-69.5% |
| Admin fee / account holder | $320 | $10,436-96.9% | $6,521-95.1% | $10,828-97.0% |