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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 | $33,102 | $56,197-41.1% | $67,652-51.1% | $59,633-44.5% |
| Participation rate | 42.9% | 71.5%-28.6pp | 75.7%-32.8pp | 68.7%-25.8pp |
| Annual return | -1.99% | 18508.10%-18510.1pp | 6625.40%-6627.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,521 | $2,844-11.4% | $3,560-29.2% | $3,192-21.0% |
| Admin fee / account holder | $3,374 | $3,958-14.8% | $4,821-30.0% | $4,297-21.5% |