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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 | $54,979 | $43,730+25.7% | $121,208-54.6% | $64,181-14.3% |
| Participation rate | 27.9% | 58.3%-30.4pp | 71.8%-43.9pp | 69.6%-41.7pp |
| Annual return | 0.37% | 68.94%-68.6pp | 16.93%-16.6pp | 7.63%-7.3pp |
| Employer contribution / active EE | $369 | $1,297-71.5% | $4,023-90.8% | $2,381-84.5% |
| Participant deferral / active EE | $1,274 | $2,281-44.1% | $3,345-61.9% | $3,470-63.3% |
| Admin fee / account holder | $12,904 | $3,502+268.4% | $5,020+157.0% | $4,887+164.0% |