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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 | $40,337 | $72,177-44.1% | $115,038-64.9% | $59,633-32.4% |
| Participation rate | 64.3% | 72.6%-8.3pp | 81.4%-17.1pp | 68.7%-4.4pp |
| Annual return | -1.32% | 12.02%-13.3pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,442 | $4,783+34.7% | $6,026+6.9% | $3,192+101.8% |
| Admin fee / account holder | $6,054 | $4,927+22.9% | $8,175-25.9% | $4,297+40.9% |