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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 | $52,260 | $45,283+15.4% | $155,789-66.5% | $52,331-0.1% |
| Participation rate | 45.0% | 62.2%-17.2pp | 76.1%-31.1pp | 68.1%-23.1pp |
| Annual return | -0.89% | 1.80%-2.7pp | 71.54%-72.4pp | 4.54%-5.4pp |
| Employer contribution / active EE | $622 | $1,329-53.2% | $3,839-83.8% | $1,882-67.0% |
| Participant deferral / active EE | $1,625 | $2,854-43.1% | $4,798-66.1% | $3,022-46.2% |
| Admin fee / account holder | $2,856 | $981+191.2% | $7,477-61.8% | $592+382.8% |