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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 | $57,503 | $45,438+26.6% | $80,004-28.1% | $59,633-3.6% |
| Participation rate | 53.2% | 63.7%-10.5pp | 73.0%-19.8pp | 68.7%-15.5pp |
| Annual return | -0.19% | 5.10%-5.3pp | 7.63%-7.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $465 | $1,236-62.4% | $2,473-81.2% | $2,203-78.9% |
| Participant deferral / active EE | $1,848 | $2,231-17.2% | $3,204-42.3% | $3,192-42.1% |
| Admin fee / account holder | $1,315 | $3,464-62.0% | $5,033-73.9% | $4,297-69.4% |