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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 | $44,007 | $72,177-39.0% | $115,037-61.7% | $59,633-26.2% |
| Participation rate | 29.3% | 72.6%-43.2pp | 81.4%-52.1pp | 68.7%-39.4pp |
| Annual return | -0.60% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,927 | $4,783-38.8% | $6,026-51.4% | $3,192-8.3% |
| Admin fee / account holder | $2,985 | $4,927-39.4% | $8,175-63.5% | $4,297-30.5% |