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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 | $71,656 | $45,566+57.3% | $64,105+11.8% | $59,633+20.2% |
| Participation rate | 43.8% | 60.2%-16.3pp | 68.2%-24.3pp | 68.7%-24.8pp |
| Annual return | -1.26% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,252 | $2,057-39.1% | $2,822-55.6% | $3,192-60.8% |
| Admin fee / account holder | $496 | $3,268-84.8% | $4,499-89.0% | $4,297-88.4% |