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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 | $60,951 | $56,200+8.5% | $67,653-9.9% | $59,633+2.2% |
| Participation rate | 56.8% | 71.5%-14.7pp | 75.7%-18.8pp | 68.7%-11.9pp |
| Annual return | -0.18% | 18506.71%-18506.9pp | 6625.22%-6625.4pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,342 | $2,843+87.9% | $3,560+50.1% | $3,192+67.4% |
| Admin fee / account holder | $1,445 | $3,959-63.5% | $4,821-70.0% | $4,297-66.4% |