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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 | $72,829 | $75,832-4.0% | $147,617-50.7% | $59,633+22.1% |
| Participation rate | 62.3% | 71.6%-9.2pp | 84.6%-22.3pp | 68.7%-6.4pp |
| Annual return | 1.30% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,207 | $3,131-29.5% | $4,895-54.9% | $3,192-30.9% |
| Admin fee / account holder | $3,895 | $5,986-34.9% | $11,612-66.5% | $4,297-9.3% |