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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 | $66,497 | $45,566+45.9% | $64,105+3.7% | $59,633+11.5% |
| Participation rate | 56.6% | 60.2%-3.6pp | 68.2%-11.6pp | 68.7%-12.1pp |
| Annual return | 0.74% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,248 | $2,057+57.9% | $2,822+15.1% | $3,192+1.8% |
| Admin fee / account holder | $1,220 | $3,268-62.7% | $4,499-72.9% | $4,297-71.6% |