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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 | $130,713 | $78,694+66.1% | $67,652+93.2% | $125,389+4.2% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | -0.27% | 9.46%-9.7pp | 6625.40%-6625.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,005 | $4,292+16.6% | $3,560+40.6% | $5,352-6.5% |
| Admin fee / account holder | $1,664 | $7,403-77.5% | $4,821-65.5% | $9,541-82.6% |