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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 | $41,028 | $82,028-50.0% | $123,105-66.7% | $59,633-31.2% |
| Participation rate | 53.3% | 83.2%-29.9pp | 86.8%-33.4pp | 68.7%-15.3pp |
| Annual return | -0.14% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,465 | $4,667+60.0% | $6,229+19.8% | $3,192+133.9% |
| Admin fee / account holder | $1,458 | $5,879-75.2% | $9,014-83.8% | $4,297-66.1% |