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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 | $55,767 | $45,566+22.4% | $64,105-13.0% | $59,633-6.5% |
| Participation rate | 54.4% | 60.2%-5.8pp | 68.2%-13.8pp | 68.7%-14.3pp |
| Annual return | -2.28% | 4.95%-7.2pp | 791.24%-793.5pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,785 | $2,057+35.4% | $2,822-1.3% | $3,192-12.7% |
| Admin fee / account holder | $1,877 | $3,268-42.6% | $4,499-58.3% | $4,297-56.3% |