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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 | $47,679 | $131,835-63.8% | $108,582-56.1% | $273,972-82.6% |
| Participation rate | 52.6% | 83.5%-30.8pp | 79.6%-26.9pp | 83.0%-30.4pp |
| Annual return | 5.78% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,053 | $4,913-78.6% | $3,758-72.0% | $4,869-78.4% |
| Participant deferral / active EE | $2,135 | $5,127-58.4% | $4,311-50.5% | $5,287-59.6% |
| Admin fee / account holder | $350 | $10,253-96.6% | $7,645-95.4% | $10,133-96.5% |