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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 | $124,797 | $49,976+149.7% | $66,674+87.2% | $82,637+51.0% |
| Participation rate | 40.0% | 63.1%-23.1pp | 73.7%-33.7pp | 68.1%-28.1pp |
| Annual return | 0.00% | 39.09%-39.1pp | 321.24%-321.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $597 | $1,988-70.0% | $2,620-77.2% | $2,552-76.6% |
| Participant deferral / active EE | $1,365 | $2,847-52.0% | $4,084-66.6% | $4,126-66.9% |
| Admin fee / account holder | $4,551 | $4,594-0.9% | $5,098-10.7% | $7,339-38.0% |