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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 | $51,454 | $78,428-34.4% | $95,960-46.4% | $79,852-35.6% |
| Participation rate | 64.0% | 73.5%-9.5pp | 77.1%-13.1pp | 69.6%-5.6pp |
| Annual return | 17.74% | 19.37%-1.6pp | 91.63%-73.9pp | 31.72%-14.0pp |
| Employer contribution / active EE | $1,136 | $1,945-41.6% | $2,541-55.3% | $2,471-54.0% |
| Participant deferral / active EE | $2,556 | $3,440-25.7% | $4,167-38.7% | $3,740-31.7% |
| Admin fee / account holder | $10,254 | $5,622+82.4% | $6,797+50.9% | $5,306+93.2% |