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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 | $103,160 | $227,597-54.7% | $189,575-45.6% | $167,536-38.4% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.4%-36.8pp | 82.1%-40.4pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,480 | $5,316-72.2% | $4,412-66.5% | $4,839-69.4% |
| Participant deferral / active EE | $4,089 | $7,002-41.6% | $6,174-33.8% | $6,342-35.5% |
| Admin fee / account holder | $811 | $11,877-93.2% | $9,806-91.7% | $12,315-93.4% |