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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 | $63,769 | $51,638+23.5% | $68,368-6.7% | $82,448-22.7% |
| Participation rate | 37.1% | 63.6%-26.5pp | 73.8%-36.6pp | 68.1%-30.9pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,352 | $2,914-19.3% | $4,123-43.0% | $4,139-43.2% |
| Admin fee / account holder | $1,336 | $4,643-71.2% | $5,150-74.1% | $7,234-81.5% |