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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 | $57,428 | $131,835-56.4% | $108,582-47.1% | $273,972-79.0% |
| Participation rate | 54.2% | 83.5%-29.3pp | 79.6%-25.4pp | 83.0%-28.8pp |
| Annual return | 4.18% | -91.57%+95.7pp | -51.70%+55.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,535 | $4,913-68.8% | $3,758-59.2% | $4,869-68.5% |
| Participant deferral / active EE | $3,230 | $5,127-37.0% | $4,311-25.1% | $5,287-38.9% |
| Admin fee / account holder | $5,762 | $10,253-43.8% | $7,645-24.6% | $10,133-43.1% |