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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 | $34,699 | $88,596-60.8% | $70,098-50.5% | $134,509-74.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.76%-190.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,076 | $4,772-35.5% | $3,849-20.1% | $6,400-51.9% |
| Admin fee / account holder | $10,057 | $10,441-3.7% | $6,266+60.5% | $11,427-12.0% |