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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 | $69,104 | $106,247-35.0% | $96,515-28.4% | $139,466-50.5% |
| Participation rate | 26.1% | 77.8%-51.8pp | 74.3%-48.3pp | 80.3%-54.2pp |
| Annual return | 11.71% | 38.47%-26.8pp | 35.73%-24.0pp | 373.66%-362.0pp |
| Employer contribution / active EE | $1,034 | $4,106-74.8% | $3,740-72.4% | $4,754-78.3% |
| Participant deferral / active EE | $1,417 | $5,456-74.0% | $4,880-71.0% | $6,712-78.9% |
| Admin fee / account holder | $51,427 | $7,885+552.2% | $6,735+663.5% | $11,409+350.8% |