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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 | $46,808 | $45,438+3.0% | $80,004-41.5% | $59,633-21.5% |
| Participation rate | 38.2% | 63.7%-25.5pp | 73.0%-34.8pp | 68.7%-30.4pp |
| Annual return | -0.11% | 5.10%-5.2pp | 7.63%-7.7pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,168 | $2,231-47.6% | $3,204-63.5% | $3,192-63.4% |
| Admin fee / account holder | $892 | $3,464-74.2% | $5,033-82.3% | $4,297-79.2% |