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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 | $50,850 | $52,519-3.2% | $155,789-67.4% | $59,633-14.7% |
| Participation rate | 44.1% | 61.7%-17.6pp | 76.1%-32.0pp | 68.7%-24.6pp |
| Annual return | -2.19% | 53.51%-55.7pp | 71.54%-73.7pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,324 | $3,084-24.7% | $4,798-51.6% | $3,192-27.2% |
| Admin fee / account holder | $462 | $3,540-86.9% | $7,477-93.8% | $4,297-89.2% |