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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 | $61,487 | $45,566+34.9% | $64,105-4.1% | $59,633+3.1% |
| Participation rate | 63.6% | 60.2%+3.5pp | 68.2%-4.5pp | 68.7%-5.0pp |
| Annual return | -1.74% | 4.95%-6.7pp | 791.24%-793.0pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,122 | $2,057+3.2% | $2,822-24.8% | $3,192-33.5% |
| Admin fee / account holder | $543 | $3,268-83.4% | $4,499-87.9% | $4,297-87.4% |