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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 | $41,728 | $52,519-20.5% | $155,789-73.2% | $59,633-30.0% |
| Participation rate | 55.8% | 61.7%-5.9pp | 76.1%-20.3pp | 68.7%-12.9pp |
| Annual return | -2.52% | 53.51%-56.0pp | 71.54%-74.1pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,747 | $3,084-10.9% | $4,798-42.7% | $3,192-13.9% |
| Admin fee / account holder | $1,633 | $3,540-53.9% | $7,477-78.2% | $4,297-62.0% |