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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 | $66,718 | $45,566+46.4% | $64,105+4.1% | $59,633+11.9% |
| Participation rate | 29.1% | 60.2%-31.1pp | 68.2%-39.1pp | 68.7%-39.6pp |
| Annual return | -0.33% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,799 | $2,057-12.5% | $2,822-36.2% | $3,192-43.6% |
| Admin fee / account holder | $1,663 | $3,268-49.1% | $4,499-63.0% | $4,297-61.3% |