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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 | $57,849 | $45,566+27.0% | $64,105-9.8% | $59,633-3.0% |
| Participation rate | 43.5% | 60.2%-16.6pp | 68.2%-24.6pp | 68.7%-25.1pp |
| Annual return | 8.34% | 4.95%+3.4pp | 791.24%-782.9pp | 2041.45%-2033.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,729 | $2,057-15.9% | $2,822-38.7% | $3,192-45.8% |
| Admin fee / account holder | $5,757 | $3,268+76.2% | $4,499+27.9% | $4,297+34.0% |