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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 | $97,238 | $56,197+73.0% | $67,652+43.7% | $59,633+63.1% |
| Participation rate | 44.0% | 71.5%-27.5pp | 75.7%-31.7pp | 68.7%-24.7pp |
| Annual return | -2.17% | 18508.10%-18510.3pp | 6625.40%-6627.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,872 | $2,844+1.0% | $3,560-19.3% | $3,192-10.0% |
| Admin fee / account holder | $762 | $3,958-80.7% | $4,821-84.2% | $4,297-82.3% |