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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 | $60,170 | $124,330-51.6% | $109,173-44.9% | $167,536-64.1% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 9.92% | 26.04%-16.1pp | 25.75%-15.8pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,045 | $4,209-75.2% | $3,723-71.9% | $4,839-78.4% |
| Participant deferral / active EE | $2,166 | $5,256-58.8% | $4,654-53.5% | $6,342-65.8% |
| Admin fee / account holder | $28,944 | $7,974+263.0% | $6,755+328.5% | $12,315+135.0% |