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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 | $44,753 | $77,816-42.5% | $123,549-63.8% | $64,181-30.3% |
| Participation rate | 67.4% | 74.7%-7.3pp | 82.3%-14.9pp | 69.6%-2.1pp |
| Annual return | -5.81% | 12.49%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $902 | $3,014-70.1% | $4,628-80.5% | $2,381-62.1% |
| Participant deferral / active EE | $10,569 | $5,240+101.7% | $6,426+64.5% | $3,470+204.6% |
| Admin fee / account holder | $3,793 | $5,519-31.3% | $9,284-59.1% | $4,887-22.4% |