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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 | $48,343 | $52,836-8.5% | $105,738-54.3% | $64,181-24.7% |
| Participation rate | 52.9% | 66.5%-13.7pp | 76.3%-23.5pp | 69.6%-16.7pp |
| Annual return | -6.36% | 14.30%-20.7pp | 6.27%-12.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,000 | $1,827-45.2% | $3,268-69.4% | $2,381-58.0% |
| Participant deferral / active EE | $1,931 | $2,545-24.1% | $4,080-52.7% | $3,470-44.4% |
| Admin fee / account holder | $625 | $3,959-84.2% | $6,913-91.0% | $4,887-87.2% |