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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 | $42,799 | $40,275+6.3% | $57,356-25.4% | $59,633-28.2% |
| Participation rate | 26.2% | 69.1%-43.0pp | 75.1%-48.9pp | 68.7%-42.5pp |
| Annual return | -1.17% | 27.52%-28.7pp | 24.41%-25.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,356 | $2,400-43.5% | $3,162-57.1% | $3,192-57.5% |
| Admin fee / account holder | $897 | $2,820-68.2% | $3,357-73.3% | $4,297-79.1% |