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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 | $43,421 | $30,732+41.3% | $59,496-27.0% | $59,633-27.2% |
| Participation rate | 20.0% | 43.2%-23.2pp | 54.6%-34.6pp | 68.7%-48.7pp |
| Annual return | 0.27% | 4.47%-4.2pp | 182.05%-181.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,183 | $1,1830% | $1,829-35.3% | $3,192-62.9% |
| Admin fee / account holder | $24,133 | $2,136+1029.7% | $2,232+981.1% | $4,297+461.6% |