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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 | $40,453 | $77,816-48.0% | $123,552-67.3% | $64,173-37.0% |
| Participation rate | 45.2% | 74.7%-29.6pp | 82.3%-37.1pp | 69.6%-24.4pp |
| Annual return | -6.46% | 12.49%-18.9pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,058 | $3,014-31.7% | $4,628-55.5% | $2,381-13.6% |
| Participant deferral / active EE | $3,746 | $5,240-28.5% | $6,426-41.7% | $3,470+8.0% |
| Admin fee / account holder | $6,575 | $5,519+19.1% | $9,285-29.2% | $4,887+34.5% |