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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 | $52,952 | $45,438+16.5% | $80,004-33.8% | $59,633-11.2% |
| Participation rate | 54.8% | 63.7%-9.0pp | 73.0%-18.2pp | 68.7%-13.9pp |
| Annual return | -2.52% | 5.10%-7.6pp | 7.63%-10.1pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,083 | $2,231+38.2% | $3,204-3.8% | $3,192-3.4% |
| Admin fee / account holder | $1,895 | $3,464-45.3% | $5,033-62.4% | $4,297-55.9% |