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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 | $66,010 | $27,800+137.4% | $58,561+12.7% | $71,511-7.7% |
| Participation rate | 24.4% | 34.6%-10.2pp | 50.9%-26.5pp | 67.9%-43.5pp |
| Annual return | 14.56% | 26.80%-12.2pp | 4251.33%-4236.8pp | 28.86%-14.3pp |
| Employer contribution / active EE | $406 | $632-35.7% | $1,053-61.4% | $2,589-84.3% |
| Participant deferral / active EE | $1,096 | $1,208-9.3% | $1,923-43.0% | $4,291-74.4% |
| Admin fee / account holder | $10,501 | $1,637+541.4% | $2,520+316.6% | $1,588+561.0% |