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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 | $62,887 | $82,630-23.9% | $64,105-1.9% | $125,389-49.8% |
| Participation rate | 42.9% | 75.9%-33.0pp | 68.2%-25.3pp | 83.2%-40.3pp |
| Annual return | 0.99% | 1489.72%-1488.7pp | 791.24%-790.3pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,034 | $3,608-43.6% | $2,822-27.9% | $5,352-62.0% |
| Admin fee / account holder | $1,992 | $6,382-68.8% | $4,499-55.7% | $9,541-79.1% |