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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 | $42,318 | $56,197-24.7% | $67,652-37.4% | $59,633-29.0% |
| Participation rate | 27.0% | 71.5%-44.4pp | 75.7%-48.6pp | 68.7%-41.6pp |
| Annual return | -0.46% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,268 | $2,844-20.2% | $3,560-36.3% | $3,192-28.9% |
| Admin fee / account holder | $3,115 | $3,958-21.3% | $4,821-35.4% | $4,297-27.5% |