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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 | $33,343 | $49,976-33.3% | $66,674-50.0% | $82,637-59.7% |
| Participation rate | 27.0% | 63.1%-36.1pp | 73.7%-46.6pp | 68.1%-41.0pp |
| Annual return | 0.00% | 39.09%-39.1pp | 321.24%-321.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $725 | $2,847-74.5% | $4,084-82.3% | $4,126-82.4% |
| Admin fee / account holder | $839 | $4,594-81.7% | $5,098-83.5% | $7,339-88.6% |