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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 | $50,075 | $95,188-47.4% | $76,518-34.6% | $135,380-63.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -4.27% | 4.85%-9.1pp | -0.27%-4.0pp | 519.81%-524.1pp |
| Employer contribution / active EE | $961 | $3,303-70.9% | $2,647-63.7% | $4,779-79.9% |
| Participant deferral / active EE | $3,979 | $4,640-14.2% | $3,836+3.7% | $5,609-29.1% |
| Admin fee / account holder | $4,888 | $6,249-21.8% | $4,849+0.8% | $10,828-54.9% |