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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 | $32,129 | $77,817-58.7% | $123,553-74.0% | $64,173-49.9% |
| Participation rate | 58.6% | 74.7%-16.1pp | 82.3%-23.7pp | 69.6%-10.9pp |
| Annual return | -7.84% | 12.49%-20.3pp | 119.21%-127.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,400 | $3,014-53.5% | $4,628-69.7% | $2,381-41.2% |
| Participant deferral / active EE | $6,763 | $5,240+29.1% | $6,426+5.2% | $3,470+94.9% |
| Admin fee / account holder | $2,493 | $5,519-54.8% | $9,284-73.1% | $4,887-49.0% |