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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 | $81,262-17.2% | $155,602-56.7% | $80,911-16.8% |
| Participation rate | 48.8% | 66.2%-17.4pp | 78.2%-29.4pp | 67.6%-18.8pp |
| Annual return | 0.00% | 33.34%-33.3pp | 64.81%-64.8pp | 35.63%-35.6pp |
| Employer contribution / active EE | $1,143 | $3,102-63.1% | $4,675-75.5% | $2,756-58.5% |
| Participant deferral / active EE | $1,488 | $3,451-56.9% | $5,629-73.6% | $4,297-65.4% |
| Admin fee / account holder | $2,384 | $7,992-70.2% | $15,923-85.0% | $6,935-65.6% |