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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 | $47,450 | $45,566+4.1% | $64,105-26.0% | $59,633-20.4% |
| Participation rate | 21.4% | 60.2%-38.7pp | 68.2%-46.7pp | 68.7%-47.2pp |
| Annual return | -1.12% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,055 | $2,057-48.7% | $2,822-62.6% | $3,192-66.9% |
| Admin fee / account holder | $688 | $3,268-78.9% | $4,499-84.7% | $4,297-84.0% |