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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 | $47,607 | $64,719-26.4% | $112,249-57.6% | $68,486-30.5% |
| Participation rate | 48.9% | 67.2%-18.3pp | 75.1%-26.2pp | 67.9%-19.0pp |
| Annual return | -18.26% | -11.40%-6.9pp | 27.48%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,864 | $2,747-32.1% | $3,636-48.7% | $2,597-28.2% |
| Participant deferral / active EE | $3,549 | $3,565-0.5% | $4,729-25.0% | $4,028-11.9% |
| Admin fee / account holder | $768 | $5,232-85.3% | $6,412-88.0% | $5,404-85.8% |