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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 | $52,391 | $95,915-45.4% | $79,580-34.2% | $134,532-61.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | 5.65% | -2.71%+8.4pp | 0.15%+5.5pp | 418.27%-412.6pp |
| Employer contribution / active EE | $1,621 | $3,129-48.2% | $2,413-32.8% | $4,741-65.8% |
| Participant deferral / active EE | $2,325 | $4,693-50.5% | $3,985-41.7% | $6,401-63.7% |
| Admin fee / account holder | $731 | $9,132-92.0% | $6,835-89.3% | $11,429-93.6% |