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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 | $67,317 | $81,331-17.2% | $155,534-56.7% | $80,935-16.8% |
| Participation rate | 48.8% | 66.3%-17.4pp | 78.2%-29.4pp | 67.7%-18.8pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,143 | $3,105-63.2% | $4,675-75.5% | $2,757-58.5% |
| Participant deferral / active EE | $1,488 | $3,454-56.9% | $5,630-73.6% | $4,299-65.4% |
| Admin fee / account holder | $2,384 | $7,999-70.2% | $15,900-85.0% | $6,924-65.6% |