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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 | $37,606 | $91,198-58.8% | $178,503-78.9% | $79,856-52.9% |
| Participation rate | 47.5% | 69.2%-21.7pp | 81.9%-34.4pp | 69.6%-22.1pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,496 | $3,257-54.1% | $5,011-70.2% | $2,471-39.5% |
| Participant deferral / active EE | $3,675 | $3,237+13.5% | $5,202-29.4% | $3,741-1.8% |
| Admin fee / account holder | $1,828 | $6,748-72.9% | $13,987-86.9% | $5,306-65.6% |