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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 | $51,638-35.4% | $68,368-51.2% | $82,448-59.6% |
| Participation rate | 27.0% | 63.6%-36.6pp | 73.8%-46.7pp | 68.1%-41.0pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $725 | $2,914-75.1% | $4,123-82.4% | $4,139-82.5% |
| Admin fee / account holder | $839 | $4,643-81.9% | $5,150-83.7% | $7,234-88.4% |