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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 | $15,782 | $60,119-73.7% | $90,430-82.5% | $79,858-80.2% |
| Participation rate | 35.1% | 65.0%-29.8pp | 72.7%-37.5pp | 69.6%-34.5pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.73%-1293.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $835 | $2,068-59.6% | $3,262-74.4% | $2,471-66.2% |
| Participant deferral / active EE | $2,029 | $2,938-30.9% | $3,963-48.8% | $3,740-45.8% |
| Admin fee / account holder | $503 | $3,976-87.3% | $5,613-91.0% | $5,306-90.5% |