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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 | $43,631 | $86,701-49.7% | $73,309-40.5% | $125,389-65.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 74.9%-14.9pp | 83.2%-23.2pp |
| Annual return | -2.44% | 2.78%-5.2pp | 5.67%-8.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $761 | $4,152-81.7% | $3,237-76.5% | $4,866-84.4% |
| Participant deferral / active EE | $5,114 | $5,549-7.8% | $4,991+2.5% | $5,352-4.4% |
| Admin fee / account holder | $1,261 | $7,768-83.8% | $5,635-77.6% | $9,541-86.8% |