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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 | $43,245 | $52,911-18.3% | $73,309-41.0% | $59,633-27.5% |
| Participation rate | 50.0% | 68.2%-18.2pp | 74.9%-24.9pp | 68.7%-18.7pp |
| Annual return | 2.95% | 12.20%-9.2pp | 5.67%-2.7pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,780 | $4,069-7.1% | $4,991-24.3% | $3,192+18.4% |
| Admin fee / account holder | $2,783 | $3,835-27.4% | $5,635-50.6% | $4,297-35.2% |