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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 | $60,149 | $64,728-7.1% | $147,027-59.1% | $64,728-7.1% |
| Participation rate | 13.0% | 57.9%-44.9pp | 73.7%-60.8pp | 57.9%-44.9pp |
| Annual return | 14.18% | 49.38%-35.2pp | 20.23%-6.1pp | 49.38%-35.2pp |
| Employer contribution / active EE | $360 | $2,243-83.9% | $3,626-90.1% | $2,243-83.9% |
| Participant deferral / active EE | $704 | $2,729-74.2% | $4,933-85.7% | $2,729-74.2% |
| Admin fee / account holder | $3,935 | $1,145+243.6% | $12,223-67.8% | $1,145+243.6% |