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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 | $63,650 | $73,988-14.0% | $96,538-34.1% | $75,177-15.3% |
| Participation rate | 56.7% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.5pp |
| Annual return | 0.00% | 26.73%-26.7pp | 35.74%-35.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,614 | $2,930-44.9% | $3,740-56.9% | $2,671-39.6% |
| Participant deferral / active EE | $3,730 | $3,660+1.9% | $4,880-23.6% | $4,126-9.6% |
| Admin fee / account holder | $2,167 | $5,220-58.5% | $6,737-67.8% | $5,651-61.7% |