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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 | $34,904 | $85,790-59.3% | $67,313-48.1% | $135,380-74.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -8.68% | -0.54%-8.1pp | -4.08%-4.6pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,609 | $3,487-53.8% | $2,566-37.3% | $4,779-66.3% |
| Participant deferral / active EE | $4,100 | $4,651-11.8% | $3,568+14.9% | $5,609-26.9% |
| Admin fee / account holder | $1,239 | $6,392-80.6% | $4,507-72.5% | $10,828-88.6% |