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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 | $48,223 | $59,332-18.7% | $90,223-46.6% | $59,633-19.1% |
| Participation rate | 64.1% | 71.9%-7.9pp | 79.0%-15.0pp | 68.7%-4.6pp |
| Annual return | -1.06% | 3.25%-4.3pp | 1.31%-2.4pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,425 | $4,369-44.5% | $5,792-58.1% | $3,192-24.0% |
| Admin fee / account holder | $2,393 | $5,032-52.4% | $7,406-67.7% | $4,297-44.3% |