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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 | $48,794 | $45,438+7.4% | $80,004-39.0% | $59,633-18.2% |
| Participation rate | 63.3% | 63.7%-0.4pp | 73.0%-9.7pp | 68.7%-5.3pp |
| Annual return | -0.58% | 5.10%-5.7pp | 7.63%-8.2pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,831 | $2,231+26.9% | $3,204-11.6% | $3,192-11.3% |
| Admin fee / account holder | $4,789 | $3,464+38.2% | $5,033-4.9% | $4,297+11.4% |