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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 | $20,251 | $57,061-64.5% | $85,063-76.2% | $80,911-75.0% |
| Participation rate | 50.0% | 56.3%-6.3pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 0.00% | 21.66%-21.7pp | 66.54%-66.5pp | 35.63%-35.6pp |
| Employer contribution / active EE | $5,367 | $1,799+198.4% | $2,727+96.8% | $2,756+94.8% |
| Participant deferral / active EE | $3,172 | $3,110+2.0% | $4,523-29.9% | $4,297-26.2% |
| Admin fee / account holder | $873 | $4,986-82.5% | $6,155-85.8% | $6,935-87.4% |