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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 | $40,480 | $50,947-20.5% | $74,549-45.7% | $64,173-36.9% |
| Participation rate | 48.7% | 61.1%-12.3pp | 69.1%-20.4pp | 69.6%-20.9pp |
| Annual return | -5.94% | -1.85%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $286 | $1,115-74.4% | $1,961-85.4% | $2,381-88.0% |
| Participant deferral / active EE | $1,898 | $2,302-17.6% | $3,108-39.0% | $3,470-45.3% |
| Admin fee / account holder | $3,346 | $4,221-20.7% | $5,059-33.9% | $4,887-31.5% |