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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 | $63,233 | $96,558-34.5% | $80,977-21.9% | $273,972-76.9% |
| Participation rate | 47.1% | 79.1%-32.0pp | 75.8%-28.8pp | 83.0%-36.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,071 | $4,869-78.0% | $3,715-71.2% | $4,869-78.0% |
| Participant deferral / active EE | $4,002 | $6,598-39.3% | $5,696-29.7% | $5,287-24.3% |
| Admin fee / account holder | $11,110 | $7,493+48.3% | $5,517+101.4% | $10,133+9.7% |