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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 | $42,590 | $39,162+8.8% | $100,671-57.7% | $59,633-28.6% |
| Participation rate | 26.7% | 55.9%-29.2pp | 70.7%-44.0pp | 68.7%-42.0pp |
| Annual return | -0.85% | 21.07%-21.9pp | 20.43%-21.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $792 | $1,992-60.2% | $3,144-74.8% | $3,192-75.2% |
| Admin fee / account holder | $2,832 | $2,969-4.6% | $4,850-41.6% | $4,297-34.1% |