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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 | $38,174 | $52,903-27.8% | $73,309-47.9% | $59,632-36.0% |
| Participation rate | 37.7% | 68.2%-30.6pp | 74.9%-37.3pp | 68.7%-31.0pp |
| Annual return | -0.22% | 12.20%-12.4pp | 5.67%-5.9pp | 2041.32%-2041.5pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,132 | $4,069+1.5% | $4,991-17.2% | $3,192+29.5% |
| Admin fee / account holder | $2,283 | $3,834-40.5% | $5,637-59.5% | $4,297-46.9% |