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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 | $42,395 | $77,817-45.5% | $123,553-65.7% | $64,173-33.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -3.18% | 12.49%-15.7pp | 119.21%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,132 | $3,014-62.4% | $4,628-75.5% | $2,381-52.5% |
| Participant deferral / active EE | $3,251 | $5,240-38.0% | $6,426-49.4% | $3,470-6.3% |
| Admin fee / account holder | $5,259 | $5,519-4.7% | $9,284-43.4% | $4,887+7.6% |