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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 | $47,340 | $99,032-52.2% | $80,022-40.8% | $135,379-65.0% |
| Participation rate | 64.3% | 78.4%-14.1pp | 75.8%-11.5pp | 82.6%-18.4pp |
| Annual return | -8.51% | 15.39%-23.9pp | 11.22%-19.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $1,449 | $3,043-52.4% | $2,468-41.3% | $4,779-69.7% |
| Participant deferral / active EE | $2,743 | $4,282-35.9% | $3,686-25.6% | $5,609-51.1% |
| Admin fee / account holder | $463 | $10,436-95.6% | $6,521-92.9% | $10,828-95.7% |