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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 | $36,647 | $54,380-32.6% | $68,509-46.5% | $59,633-38.5% |
| Participation rate | 45.0% | 70.2%-25.2pp | 74.7%-29.7pp | 68.7%-23.7pp |
| Annual return | -1.95% | 2.83%-4.8pp | 8.27%-10.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,338 | $2,643-11.5% | $3,382-30.9% | $3,192-26.7% |
| Admin fee / account holder | $7,691 | $3,885+97.9% | $5,275+45.8% | $4,297+79.0% |