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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 | $20,361 | $45,566-55.3% | $64,105-68.2% | $59,633-65.9% |
| Participation rate | 51.1% | 60.2%-9.1pp | 68.2%-17.1pp | 68.7%-17.6pp |
| Annual return | -1.13% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,588 | $2,057-22.8% | $2,822-43.7% | $3,192-50.2% |
| Admin fee / account holder | $2,914 | $3,268-10.8% | $4,499-35.2% | $4,297-32.2% |