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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 | $36,983 | $73,102-49.4% | $123,553-70.1% | $56,289-34.3% |
| Participation rate | 39.7% | 74.3%-34.7pp | 82.3%-42.6pp | 69.9%-30.2pp |
| Annual return | -5.84% | 3.01%-8.8pp | 119.21%-125.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,347 | $2,977-54.8% | $4,628-70.9% | $2,111-36.2% |
| Participant deferral / active EE | $3,136 | $5,423-42.2% | $6,426-51.2% | $3,350-6.4% |
| Admin fee / account holder | $1,931 | $554+248.7% | $9,284-79.2% | $521+270.6% |