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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 | $32,641 | $77,816-58.1% | $123,552-73.6% | $64,173-49.1% |
| Participation rate | 58.6% | 74.7%-16.1pp | 82.3%-23.7pp | 69.6%-11.0pp |
| Annual return | -6.10% | 12.49%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,184 | $3,014-60.7% | $4,628-74.4% | $2,381-50.3% |
| Participant deferral / active EE | $4,154 | $5,240-20.7% | $6,426-35.4% | $3,470+19.7% |
| Admin fee / account holder | $4,472 | $5,519-19.0% | $9,285-51.8% | $4,887-8.5% |