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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 | $49,391 | $52,911-6.7% | $73,309-32.6% | $59,633-17.2% |
| Participation rate | 62.5% | 68.2%-5.7pp | 74.9%-12.4pp | 68.7%-6.2pp |
| Annual return | 0.31% | 12.20%-11.9pp | 5.67%-5.4pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,004 | $1,909-47.4% | $3,237-69.0% | $2,203-54.4% |
| Participant deferral / active EE | $2,885 | $4,069-29.1% | $4,991-42.2% | $3,192-9.6% |
| Admin fee / account holder | $11,682 | $3,835+204.6% | $5,635+107.3% | $4,297+171.9% |