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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 | $113,962 | $56,197+102.8% | $67,652+68.5% | $59,633+91.1% |
| Participation rate | 27.6% | 71.5%-43.9pp | 75.7%-48.1pp | 68.7%-41.1pp |
| Annual return | -1.76% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,011 | $2,844-29.3% | $3,560-43.5% | $3,192-37.0% |
| Admin fee / account holder | $659 | $3,958-83.3% | $4,821-86.3% | $4,297-84.7% |