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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 | $21,824 | $56,197-61.2% | $67,652-67.7% | $59,633-63.4% |
| Participation rate | 53.6% | 71.5%-17.9pp | 75.7%-22.1pp | 68.7%-15.1pp |
| Annual return | -0.08% | 18508.10%-18508.2pp | 6625.40%-6625.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,945 | $2,844+3.6% | $3,560-17.3% | $3,192-7.7% |
| Admin fee / account holder | $2,930 | $3,958-26.0% | $4,821-39.2% | $4,297-31.8% |