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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 | $80,909 | $30,732+163.3% | $59,496+36.0% | $59,633+35.7% |
| Participation rate | 17.2% | 43.2%-26.0pp | 54.6%-37.3pp | 68.7%-51.4pp |
| Annual return | -1.14% | 4.47%-5.6pp | 182.05%-183.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $555 | $631-12.0% | $1,153-51.9% | $2,203-74.8% |
| Participant deferral / active EE | $2,098 | $1,183+77.4% | $1,829+14.7% | $3,192-34.3% |
| Admin fee / account holder | $874 | $2,136-59.1% | $2,232-60.9% | $4,297-79.7% |