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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 | $69,567 | $45,566+52.7% | $64,105+8.5% | $59,633+16.7% |
| Participation rate | 44.2% | 60.2%-16.0pp | 68.2%-24.0pp | 68.7%-24.5pp |
| Annual return | 0.70% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,513 | $2,057+70.8% | $2,822+24.5% | $3,192+10.1% |
| Admin fee / account holder | $1,450 | $3,268-55.6% | $4,499-67.8% | $4,297-66.2% |