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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 | $44,722 | $46,360-3.5% | $147,617-69.7% | $52,331-14.5% |
| Participation rate | 14.9% | 64.9%-50.0pp | 84.6%-69.7pp | 68.1%-53.2pp |
| Annual return | 0.88% | 1.62%-0.7pp | 61.98%-61.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $938 | $2,258-58.5% | $4,895-80.8% | $3,022-69.0% |
| Admin fee / account holder | $14,197 | $766+1753.9% | $11,612+22.3% | $592+2299.8% |