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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 | $40,179 | $57,305-29.9% | $86,640-53.6% | $75,173-46.6% |
| Participation rate | 36.1% | 63.2%-27.1pp | 71.7%-35.6pp | 67.2%-31.1pp |
| Annual return | 0.00% | 2674.24%-2674.2pp | 592.52%-592.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $965 | $2,316-58.3% | $3,024-68.1% | $2,671-63.9% |
| Participant deferral / active EE | $1,350 | $3,320-59.3% | $4,438-69.6% | $4,126-67.3% |
| Admin fee / account holder | $2,407 | $4,116-41.5% | $5,616-57.1% | $5,651-57.4% |