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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 | $30,449 | $65,704-53.7% | $94,229-67.7% | $59,633-48.9% |
| Participation rate | 58.1% | 72.1%-14.0pp | 78.8%-20.6pp | 68.7%-10.5pp |
| Annual return | -1.08% | 5.22%-6.3pp | 10.68%-11.8pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,032 | $3,143-35.3% | $4,320-53.0% | $3,192-36.3% |
| Admin fee / account holder | $458 | $4,265-89.2% | $6,269-92.7% | $4,297-89.3% |