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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 | $51,031 | $64,719-21.1% | $112,249-54.5% | $68,486-25.5% |
| Participation rate | 56.0% | 67.2%-11.2pp | 75.1%-19.1pp | 67.9%-11.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,547 | $2,747-43.7% | $3,636-57.4% | $2,597-40.4% |
| Participant deferral / active EE | $5,314 | $3,565+49.0% | $4,729+12.4% | $4,028+31.9% |
| Admin fee / account holder | $1,149 | $5,232-78.0% | $6,412-82.1% | $5,404-78.7% |