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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 | $46,486 | $69,012-32.6% | $160,009-70.9% | $68,486-32.1% |
| Participation rate | 56.7% | 65.4%-8.8pp | 78.0%-21.3pp | 67.9%-11.2pp |
| Annual return | 4.85% | -9.65%+14.5pp | 408.85%-404.0pp | -7.85%+12.7pp |
| Employer contribution / active EE | $915 | $2,212-58.6% | $4,225-78.3% | $2,597-64.8% |
| Participant deferral / active EE | $4,392 | $4,212+4.3% | $6,183-29.0% | $4,028+9.0% |
| Admin fee / account holder | $1,892 | $4,798-60.6% | $8,715-78.3% | $5,404-65.0% |