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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 | $57,822 | $45,872+26.0% | $77,096-25.0% | $68,486-15.6% |
| Participation rate | 44.1% | 55.9%-11.8pp | 67.9%-23.8pp | 67.9%-23.8pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,375 | $2,963+13.9% | $4,429-23.8% | $4,028-16.2% |
| Admin fee / account holder | $432 | $3,041-85.8% | $5,428-92.0% | $5,404-92.0% |