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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 | $49,246 | $85,790-42.6% | $67,313-26.8% | $135,380-63.6% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.1%-13.5pp | 82.6%-27.1pp |
| Annual return | -4.69% | -0.54%-4.2pp | -4.08%-0.6pp | 519.81%-524.5pp |
| Employer contribution / active EE | $1,461 | $3,487-58.1% | $2,566-43.1% | $4,779-69.4% |
| Participant deferral / active EE | $3,537 | $4,651-24.0% | $3,568-0.9% | $5,609-36.9% |
| Admin fee / account holder | $2,478 | $6,392-61.2% | $4,507-45.0% | $10,828-77.1% |