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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 | $40,827 | $50,947-19.9% | $74,549-45.2% | $64,173-36.4% |
| Participation rate | 46.7% | 61.1%-14.4pp | 69.1%-22.5pp | 69.6%-22.9pp |
| Annual return | -5.21% | -1.85%-3.4pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $423 | $1,115-62.0% | $1,961-78.4% | $2,381-82.2% |
| Participant deferral / active EE | $1,908 | $2,302-17.1% | $3,108-38.6% | $3,470-45.0% |
| Admin fee / account holder | $884 | $4,221-79.1% | $5,059-82.5% | $4,887-81.9% |