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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 | $50,479 | $30,732+64.3% | $59,496-15.2% | $59,633-15.4% |
| Participation rate | 50.0% | 43.2%+6.8pp | 54.6%-4.6pp | 68.7%-18.7pp |
| Annual return | -2.19% | 4.47%-6.7pp | 182.05%-184.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,799 | $1,183+221.1% | $1,829+107.7% | $3,192+19.0% |
| Admin fee / account holder | $2,699 | $2,136+26.3% | $2,232+20.9% | $4,297-37.2% |