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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 | $37,685 | $56,197-32.9% | $67,652-44.3% | $59,633-36.8% |
| Participation rate | 51.9% | 71.5%-19.6pp | 75.7%-23.8pp | 68.7%-16.8pp |
| Annual return | -2.08% | 18508.10%-18510.2pp | 6625.40%-6627.5pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,221 | $2,844-21.9% | $3,560-37.6% | $3,192-30.4% |
| Admin fee / account holder | $1,198 | $3,958-69.7% | $4,821-75.2% | $4,297-72.1% |