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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 | $30,831 | $39,798-22.5% | $67,704-54.5% | $59,633-48.3% |
| Participation rate | 45.0% | 57.4%-12.4pp | 67.5%-22.5pp | 68.7%-23.7pp |
| Annual return | 0.87% | 89.94%-89.1pp | 25.41%-24.5pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,223 | $2,335-4.8% | $3,585-38.0% | $3,192-30.4% |
| Admin fee / account holder | $511 | $3,212-84.1% | $4,255-88.0% | $4,297-88.1% |