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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 | $49,921 | $77,816-35.8% | $123,552-59.6% | $64,173-22.2% |
| Participation rate | 47.5% | 74.7%-27.3pp | 82.3%-34.8pp | 69.6%-22.1pp |
| Annual return | -2.76% | 12.49%-15.2pp | 119.20%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $841 | $3,014-72.1% | $4,628-81.8% | $2,381-64.7% |
| Participant deferral / active EE | $5,070 | $5,240-3.3% | $6,426-21.1% | $3,470+46.1% |
| Admin fee / account holder | $2,218 | $5,519-59.8% | $9,285-76.1% | $4,887-54.6% |