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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 | $50,468 | $41,981+20.2% | $63,412-20.4% | $59,633-15.4% |
| Participation rate | 35.0% | 60.3%-25.3pp | 67.1%-32.1pp | 68.7%-33.7pp |
| Annual return | 0.16% | 13.04%-12.9pp | 4.04%-3.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,594 | $2,002-20.4% | $2,496-36.1% | $3,192-50.1% |
| Admin fee / account holder | $6,343 | $3,509+80.7% | $3,753+69.0% | $4,297+47.6% |