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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 | $48,754 | $81,258-40.0% | $105,218-53.7% | $59,633-18.2% |
| Participation rate | 44.9% | 75.4%-30.5pp | 77.2%-32.3pp | 68.7%-23.7pp |
| Annual return | 1.08% | 1.96%-0.9pp | 5.33%-4.3pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,559 | $3,881-59.8% | $4,867-68.0% | $3,192-51.1% |
| Admin fee / account holder | $8,787 | $5,841+50.4% | $6,992+25.7% | $4,297+104.5% |