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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 | $41,450 | $77,814-46.7% | $158,223-73.8% | $86,983-52.3% |
| Participation rate | 43.9% | 68.4%-24.5pp | 79.2%-35.3pp | 69.5%-25.6pp |
| Annual return | 0.00% | 30.54%-30.5pp | 52.09%-52.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $837 | $2,592-67.7% | $4,109-79.6% | $2,584-67.6% |
| Participant deferral / active EE | $1,073 | $3,270-67.2% | $5,467-80.4% | $4,194-74.4% |
| Admin fee / account holder | $804 | $5,879-86.3% | $16,047-95.0% | $7,856-89.8% |