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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 | $52,663 | $88,778-40.7% | $81,844-35.7% | $145,884-63.9% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 0.00% | 1033.03%-1033.0pp | 778.87%-778.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,469 | $3,087-20.0% | $2,916-15.4% | $4,662-47.0% |
| Participant deferral / active EE | $1,479 | $4,648-68.2% | $4,323-65.8% | $6,690-77.9% |
| Admin fee / account holder | $524 | $8,430-93.8% | $7,355-92.9% | $13,392-96.1% |