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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 | $40,850 | $48,050-15.0% | $85,969-52.5% | $59,633-31.5% |
| Participation rate | 53.2% | 64.5%-11.2pp | 76.5%-23.3pp | 68.7%-15.4pp |
| Annual return | -1.41% | 0.29%-1.7pp | 9.32%-10.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,121 | $2,249-50.2% | $3,829-70.7% | $3,192-64.9% |
| Admin fee / account holder | $5,553 | $3,206+73.2% | $6,053-8.3% | $4,297+29.2% |