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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 | $46,764 | $81,870-42.9% | $119,622-60.9% | $68,486-31.7% |
| Participation rate | 42.9% | 71.9%-29.0pp | 79.3%-36.4pp | 67.9%-25.0pp |
| Annual return | -10.40% | -23.82%+13.4pp | -14.98%+4.6pp | -7.85%-2.5pp |
| Employer contribution / active EE | $1,049 | $2,692-61.0% | $4,232-75.2% | $2,597-59.6% |
| Participant deferral / active EE | $3,140 | $4,148-24.3% | $5,601-43.9% | $4,028-22.0% |
| Admin fee / account holder | $787 | $6,583-88.0% | $10,328-92.4% | $5,404-85.4% |