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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 | $30,632 | $39,162-21.8% | $100,671-69.6% | $59,633-48.6% |
| Participation rate | 44.4% | 55.9%-11.4pp | 70.7%-26.3pp | 68.7%-24.2pp |
| Annual return | -1.63% | 21.07%-22.7pp | 20.43%-22.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,053 | $1,992+3.1% | $3,144-34.7% | $3,192-35.7% |
| Admin fee / account holder | $6,442 | $2,969+116.9% | $4,850+32.8% | $4,297+49.9% |