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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 | $51,602 | $77,817-33.7% | $123,553-58.2% | $64,173-19.6% |
| Participation rate | 54.8% | 74.7%-19.9pp | 82.3%-27.5pp | 69.6%-14.7pp |
| Annual return | -6.29% | 12.49%-18.8pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,651 | $3,014-45.2% | $4,628-64.3% | $2,381-30.6% |
| Participant deferral / active EE | $2,518 | $5,240-51.9% | $6,426-60.8% | $3,470-27.4% |
| Admin fee / account holder | $1,898 | $5,519-65.6% | $9,284-79.6% | $4,887-61.2% |