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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 | $44,672 | $45,566-2.0% | $64,105-30.3% | $59,633-25.1% |
| Participation rate | 57.7% | 60.2%-2.4pp | 68.2%-10.4pp | 68.7%-10.9pp |
| Annual return | -2.67% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,467 | $2,057+20.0% | $2,822-12.6% | $3,192-22.7% |
| Admin fee / account holder | $4,345 | $3,268+33.0% | $4,499-3.4% | $4,297+1.1% |