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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 | $25,839 | $30,732-15.9% | $59,496-56.6% | $59,633-56.7% |
| Participation rate | 28.6% | 43.2%-14.6pp | 54.6%-26.0pp | 68.7%-40.1pp |
| Annual return | -1.22% | 4.47%-5.7pp | 182.05%-183.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,106 | $1,183-6.5% | $1,829-39.5% | $3,192-65.3% |
| Admin fee / account holder | $1,808 | $2,136-15.4% | $2,232-19.0% | $4,297-57.9% |