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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 | $60,292 | $30,732+96.2% | $59,496+1.3% | $59,633+1.1% |
| Participation rate | 69.2% | 43.2%+26.0pp | 54.6%+14.7pp | 68.7%+0.6pp |
| Annual return | -1.60% | 4.47%-6.1pp | 182.05%-183.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,606 | $1,183+289.4% | $1,829+151.8% | $3,192+44.3% |
| Admin fee / account holder | $1,463 | $2,136-31.5% | $2,232-34.4% | $4,297-65.9% |