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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 | $14,892 | $47,634-68.7% | $90,468-83.5% | $90,274-83.5% |
| Participation rate | 67.2% | 67.5%-0.3pp | 72.7%-5.5pp | 73.4%-6.1pp |
| Annual return | 0.00% | 19.61%-19.6pp | 1294.94%-1294.9pp | 53.97%-54.0pp |
| Employer contribution / active EE | $596 | $1,749-65.9% | $3,264-81.7% | $2,523-76.4% |
| Participant deferral / active EE | $1,288 | $2,824-54.4% | $3,964-67.5% | $4,231-69.6% |
| Admin fee / account holder | $2,261 | $106+2032.6% | $5,614-59.7% | $114+1882.6% |