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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 | $49,412 | $72,492-31.8% | $87,102-43.3% | $72,983-32.3% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.9%-13.9pp | 69.5%-6.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,379 | $1,894-27.2% | $2,521-45.3% | $2,440-43.5% |
| Participant deferral / active EE | $2,828 | $3,270-13.5% | $4,048-30.1% | $3,608-21.6% |
| Admin fee / account holder | $19,872 | $5,055+293.1% | $7,491+165.3% | $5,124+287.8% |