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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 | $38,584 | $45,566-15.3% | $64,105-39.8% | $59,633-35.3% |
| Participation rate | 45.0% | 60.2%-15.2pp | 68.2%-23.2pp | 68.7%-23.7pp |
| Annual return | 0.51% | 4.95%-4.4pp | 791.24%-790.7pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,863 | $2,057-9.4% | $2,822-34.0% | $3,192-41.6% |
| Admin fee / account holder | $491 | $3,268-85.0% | $4,499-89.1% | $4,297-88.6% |