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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 | $80,322 | $45,566+76.3% | $64,105+25.3% | $59,633+34.7% |
| Participation rate | 58.2% | 60.2%-2.0pp | 68.2%-10.0pp | 68.7%-10.5pp |
| Annual return | -0.41% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,241 | $2,057+57.6% | $2,822+14.9% | $3,192+1.5% |
| Admin fee / account holder | $1,479 | $3,268-54.7% | $4,499-67.1% | $4,297-65.6% |