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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 | $42,035 | $94,529-55.5% | $140,019-70.0% | $64,173-34.5% |
| Participation rate | 62.9% | 84.1%-21.2pp | 87.5%-24.6pp | 69.6%-6.7pp |
| Annual return | -6.91% | 7.77%-14.7pp | 651.15%-658.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,746 | $3,812-54.2% | $5,605-68.8% | $2,381-26.7% |
| Participant deferral / active EE | $4,459 | $5,250-15.1% | $6,927-35.6% | $3,470+28.5% |
| Admin fee / account holder | $482 | $6,741-92.8% | $10,705-95.5% | $4,887-90.1% |