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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 | $62,639 | $45,566+37.5% | $64,105-2.3% | $59,633+5.0% |
| Participation rate | 62.3% | 60.2%+2.1pp | 68.2%-5.9pp | 68.7%-6.4pp |
| Annual return | -0.93% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,002 | $2,057+45.9% | $2,822+6.4% | $3,192-6.0% |
| Admin fee / account holder | $3,231 | $3,268-1.1% | $4,499-28.2% | $4,297-24.8% |