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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 | $35,726 | $72,177-50.5% | $115,038-68.9% | $59,633-40.1% |
| Participation rate | 31.5% | 72.6%-41.1pp | 81.4%-49.9pp | 68.7%-37.2pp |
| Annual return | -0.33% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,871 | $4,783+1.8% | $6,026-19.2% | $3,192+52.6% |
| Admin fee / account holder | $8,150 | $4,927+65.4% | $8,175-0.3% | $4,297+89.7% |