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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 | $52,271 | $100,805-48.1% | $86,698-39.7% | $134,532-61.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -12.73% | 29.09%-41.8pp | 35.95%-48.7pp | 418.27%-431.0pp |
| Employer contribution / active EE | $1,793 | $3,490-48.6% | $2,837-36.8% | $4,741-62.2% |
| Participant deferral / active EE | $1,793 | $5,339-66.4% | $4,656-61.5% | $6,401-72.0% |
| Admin fee / account holder | $4,116 | $10,925-62.3% | $7,493-45.1% | $11,429-64.0% |