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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 | $40,153 | $86,701-53.7% | $73,309-45.2% | $125,389-68.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | -2.68% | 2.78%-5.5pp | 5.67%-8.4pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,660 | $4,152-60.0% | $3,237-48.7% | $4,866-65.9% |
| Participant deferral / active EE | $1,660 | $5,549-70.1% | $4,991-66.8% | $5,352-69.0% |
| Admin fee / account holder | $17,378 | $7,768+123.7% | $5,635+208.4% | $9,541+82.1% |