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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 | $22,564 | $72,177-68.7% | $115,038-80.4% | $59,633-62.2% |
| Participation rate | 65.5% | 72.6%-7.1pp | 81.4%-15.9pp | 68.7%-3.2pp |
| Annual return | -0.07% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,604 | $4,783-24.7% | $6,026-40.2% | $3,192+12.9% |
| Admin fee / account holder | $1,243 | $4,927-74.8% | $8,175-84.8% | $4,297-71.1% |