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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 | $115,731 | $88,778+30.4% | $81,844+41.4% | $145,884-20.7% |
| Participation rate | 57.9% | 75.1%-17.2pp | 72.4%-14.5pp | 80.3%-22.4pp |
| Annual return | 0.00% | 1033.03%-1033.0pp | 778.87%-778.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,524 | $3,087-50.6% | $2,916-47.7% | $4,662-67.3% |
| Participant deferral / active EE | $3,853 | $4,648-17.1% | $4,323-10.9% | $6,690-42.4% |
| Admin fee / account holder | $2,057 | $8,430-75.6% | $7,355-72.0% | $13,392-84.6% |