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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 | $32,128 | $72,177-55.5% | $115,038-72.1% | $59,633-46.1% |
| Participation rate | 54.3% | 72.6%-18.3pp | 81.4%-27.1pp | 68.7%-14.4pp |
| Annual return | 1.09% | 12.02%-10.9pp | 26.14%-25.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,540 | $4,783+57.6% | $6,026+25.1% | $3,192+136.2% |
| Admin fee / account holder | $5,985 | $4,927+21.5% | $8,175-26.8% | $4,297+39.3% |