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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 | $31,541 | $82,630-61.8% | $64,105-50.8% | $125,389-74.8% |
| Participation rate | 47.4% | 75.9%-28.5pp | 68.2%-20.8pp | 83.2%-35.8pp |
| Annual return | -2.63% | 1489.72%-1492.4pp | 791.24%-793.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,727 | $3,608-52.1% | $2,822-38.8% | $5,352-67.7% |
| Admin fee / account holder | $506 | $6,382-92.1% | $4,499-88.8% | $9,541-94.7% |