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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 | $33,523 | $65,703-49.0% | $94,228-64.4% | $59,633-43.8% |
| Participation rate | 61.5% | 72.1%-10.6pp | 78.8%-17.2pp | 68.7%-7.1pp |
| Annual return | -0.17% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,665 | $3,143-15.2% | $4,320-38.3% | $3,192-16.5% |
| Admin fee / account holder | $1,221 | $4,264-71.4% | $6,269-80.5% | $4,297-71.6% |