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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 | $45,633 | $77,816-41.4% | $123,552-63.1% | $64,173-28.9% |
| Participation rate | 46.2% | 74.7%-28.6pp | 82.3%-36.1pp | 69.6%-23.4pp |
| Annual return | -6.62% | 12.49%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,278 | $3,014-57.6% | $4,628-72.4% | $2,381-46.3% |
| Participant deferral / active EE | $3,441 | $5,240-34.3% | $6,426-46.5% | $3,470-0.8% |
| Admin fee / account holder | $3,554 | $5,519-35.6% | $9,285-61.7% | $4,887-27.3% |