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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 | $58,802 | $41,981+40.1% | $63,412-7.3% | $59,633-1.4% |
| Participation rate | 54.3% | 60.3%-6.0pp | 67.1%-12.8pp | 68.7%-14.4pp |
| Annual return | -1.70% | 13.04%-14.7pp | 4.04%-5.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,312 | $2,002+15.5% | $2,496-7.3% | $3,192-27.6% |
| Admin fee / account holder | $1,215 | $3,509-65.4% | $3,753-67.6% | $4,297-71.7% |