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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 | $44,154 | $54,573-19.1% | $90,965-51.5% | $73,493-39.9% |
| Participation rate | 49.6% | 61.2%-11.6pp | 69.0%-19.5pp | 70.7%-21.1pp |
| Annual return | 17.62% | 16.69%+0.9pp | 134.57%-116.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $369 | $991-62.8% | $2,122-82.6% | $2,270-83.7% |
| Participant deferral / active EE | $1,297 | $2,517-48.5% | $3,373-61.5% | $3,740-65.3% |
| Admin fee / account holder | $4,709 | $521+803.0% | $5,960-21.0% | $513+817.7% |