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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 | $48,562 | $106,115-54.2% | $85,969-43.5% | $125,389-61.3% |
| Participation rate | 56.3% | 84.1%-27.8pp | 76.5%-20.3pp | 83.2%-26.9pp |
| Annual return | -2.52% | 13.93%-16.5pp | 9.32%-11.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $941 | $4,537-79.3% | $3,474-72.9% | $4,866-80.7% |
| Participant deferral / active EE | $2,509 | $4,859-48.4% | $3,829-34.5% | $5,352-53.1% |
| Admin fee / account holder | $1,897 | $8,144-76.7% | $6,053-68.7% | $9,541-80.1% |