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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 | $59,314 | $44,850+32.3% | $60,547-2.0% | $59,633-0.5% |
| Participation rate | 46.6% | 59.5%-12.9pp | 68.0%-21.4pp | 68.7%-22.1pp |
| Annual return | -0.48% | 1074.14%-1074.6pp | 335.64%-336.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,090 | $2,230+38.6% | $3,328-7.1% | $3,192-3.2% |
| Admin fee / account holder | $1,595 | $3,635-56.1% | $4,536-64.8% | $4,297-62.9% |