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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 | $48,591 | $58,493-16.9% | $84,021-42.2% | $72,975-33.4% |
| Participation rate | 48.4% | 61.2%-12.9pp | 69.0%-20.7pp | 69.5%-21.1pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $441 | $1,163-62.0% | $1,984-77.7% | $2,440-81.9% |
| Participant deferral / active EE | $2,210 | $2,394-7.7% | $3,239-31.8% | $3,608-38.7% |
| Admin fee / account holder | $7,896 | $4,569+72.8% | $6,102+29.4% | $5,124+54.1% |