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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 | $50,320 | $45,438+10.7% | $80,004-37.1% | $59,633-15.6% |
| Participation rate | 46.7% | 63.7%-17.1pp | 73.0%-26.3pp | 68.7%-22.0pp |
| Annual return | -0.71% | 5.10%-5.8pp | 7.63%-8.3pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,652 | $2,231+18.9% | $3,204-17.2% | $3,192-16.9% |
| Admin fee / account holder | $325 | $3,464-90.6% | $5,033-93.5% | $4,297-92.4% |