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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 | $48,509 | $73,839-34.3% | $143,788-66.3% | $68,495-29.2% |
| Participation rate | 45.7% | 66.7%-20.9pp | 80.3%-34.6pp | 67.9%-22.2pp |
| Annual return | -19.17% | 1.01%-20.2pp | -0.03%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,441 | $3,184-54.7% | $4,952-70.9% | $2,596-44.5% |
| Participant deferral / active EE | $3,613 | $3,384+6.8% | $5,638-35.9% | $4,028-10.3% |
| Admin fee / account holder | $507 | $5,755-91.2% | $14,675-96.5% | $5,403-90.6% |