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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 | $60,476 | $80,674-25.0% | $119,126-49.2% | $64,340-6.0% |
| Participation rate | 48.9% | 55.2%-6.4pp | 75.8%-26.9pp | 55.2%-6.4pp |
| Annual return | 14.47% | 26.86%-12.4pp | 282.11%-267.6pp | 24.14%-9.7pp |
| Employer contribution / active EE | $1,108 | $2,564-56.8% | $4,034-72.5% | $1,862-40.5% |
| Participant deferral / active EE | $2,743 | $3,053-10.2% | $5,318-48.4% | $2,980-8.0% |
| Admin fee / account holder | $10,893 | $4,559+138.9% | $10,693+1.9% | $3,703+194.2% |