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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 | $47,193 | $72,177-34.6% | $115,037-59.0% | $59,633-20.9% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | -2.38% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $707 | $2,841-75.1% | $4,608-84.7% | $2,203-67.9% |
| Participant deferral / active EE | $2,261 | $4,783-52.7% | $6,026-62.5% | $3,192-29.2% |
| Admin fee / account holder | $3,303 | $4,927-33.0% | $8,175-59.6% | $4,297-23.1% |