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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 | $45,553 | $65,703-30.7% | $94,228-51.7% | $59,633-23.6% |
| Participation rate | 48.8% | 72.1%-23.3pp | 78.8%-30.0pp | 68.7%-19.9pp |
| Annual return | -1.76% | 5.22%-7.0pp | 10.68%-12.4pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $796 | $2,021-60.6% | $3,587-77.8% | $2,203-63.9% |
| Participant deferral / active EE | $1,965 | $3,143-37.5% | $4,320-54.5% | $3,192-38.4% |
| Admin fee / account holder | $2,610 | $4,264-38.8% | $6,269-58.4% | $4,297-39.3% |