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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 | $46,860 | $72,404-35.3% | $110,243-57.5% | $64,173-27.0% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | -4.69% | -6.29%+1.6pp | 314.76%-319.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $878 | $2,282-61.5% | $3,827-77.0% | $2,381-63.1% |
| Participant deferral / active EE | $1,947 | $3,469-43.9% | $4,672-58.3% | $3,470-43.9% |
| Admin fee / account holder | $475 | $5,664-91.6% | $8,548-94.4% | $4,887-90.3% |