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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 | $34,354 | $52,911-35.1% | $73,309-53.1% | $59,633-42.4% |
| Participation rate | 59.7% | 68.2%-8.5pp | 74.9%-15.2pp | 68.7%-9.0pp |
| Annual return | -1.06% | 12.20%-13.3pp | 5.67%-6.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,796 | $4,069+67.0% | $4,991+36.2% | $3,192+112.9% |
| Admin fee / account holder | $2,208 | $3,835-42.4% | $5,635-60.8% | $4,297-48.6% |