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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 | $74,744 | $56,197+33.0% | $67,652+10.5% | $59,633+25.3% |
| Participation rate | 34.4% | 71.5%-37.1pp | 75.7%-41.3pp | 68.7%-34.3pp |
| Annual return | -0.52% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,519 | $2,844-46.6% | $3,560-57.3% | $3,192-52.4% |
| Admin fee / account holder | $1,992 | $3,958-49.7% | $4,821-58.7% | $4,297-53.6% |