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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 | $32,602 | $56,197-42.0% | $67,652-51.8% | $59,633-45.3% |
| Participation rate | 44.0% | 71.5%-27.5pp | 75.7%-31.7pp | 68.7%-24.7pp |
| Annual return | -0.76% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,803 | $2,844-36.6% | $3,560-49.3% | $3,192-43.5% |
| Admin fee / account holder | $2,337 | $3,958-41.0% | $4,821-51.5% | $4,297-45.6% |