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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 | $30,318 | $52,678-42.4% | $75,784-60.0% | $59,633-49.2% |
| Participation rate | 65.9% | 67.2%-1.4pp | 75.8%-10.0pp | 68.7%-2.8pp |
| Annual return | -2.34% | 2.95%-5.3pp | 9.68%-12.0pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,141 | $2,591+98.5% | $3,652+40.8% | $3,192+61.1% |
| Admin fee / account holder | $1,301 | $3,610-64.0% | $5,300-75.5% | $4,297-69.7% |