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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 | $58,493 | $45,566+28.4% | $64,105-8.8% | $59,633-1.9% |
| Participation rate | 42.7% | 60.2%-17.5pp | 68.2%-25.5pp | 68.7%-26.0pp |
| Annual return | 0.15% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,395 | $2,057-32.2% | $2,822-50.5% | $3,192-56.3% |
| Admin fee / account holder | $1,198 | $3,268-63.3% | $4,499-73.4% | $4,297-72.1% |