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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 | $52,907 | $52,678+0.4% | $75,784-30.2% | $59,633-11.3% |
| Participation rate | 28.6% | 67.2%-38.7pp | 75.8%-47.2pp | 68.7%-40.1pp |
| Annual return | 0.69% | 2.95%-2.3pp | 9.68%-9.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,880 | $2,591-27.4% | $3,652-48.5% | $3,192-41.1% |
| Admin fee / account holder | $7,784 | $3,610+115.6% | $5,300+46.9% | $4,297+81.2% |