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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 | $37,241 | $39,162-4.9% | $100,671-63.0% | $59,633-37.5% |
| Participation rate | 31.9% | 55.9%-24.0pp | 70.7%-38.8pp | 68.7%-36.8pp |
| Annual return | -0.11% | 21.07%-21.2pp | 20.43%-20.5pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $910 | $1,992-54.3% | $3,144-71.1% | $3,192-71.5% |
| Admin fee / account holder | $395 | $2,969-86.7% | $4,850-91.8% | $4,297-90.8% |