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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 | $61,795 | $39,245+57.5% | $64,105-3.6% | $52,331+18.1% |
| Participation rate | 33.3% | 58.2%-24.9pp | 68.2%-34.8pp | 68.1%-34.8pp |
| Annual return | -0.30% | 14.79%-15.1pp | 791.24%-791.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,016 | $1,992-49.0% | $2,822-64.0% | $3,022-66.4% |
| Admin fee / account holder | $2,153 | $592+263.5% | $4,499-52.1% | $592+264.0% |