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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 | $37,985 | $131,835-71.2% | $108,582-65.0% | $273,972-86.1% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.6%-36.7pp | 83.0%-40.2pp |
| Annual return | 7.49% | -91.57%+99.1pp | -51.70%+59.2pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,437 | $4,913-70.7% | $3,758-61.8% | $4,869-70.5% |
| Participant deferral / active EE | $3,267 | $5,127-36.3% | $4,311-24.2% | $5,287-38.2% |
| Admin fee / account holder | $3,726 | $10,253-63.7% | $7,645-51.3% | $10,133-63.2% |