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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 | $44,729 | $82,630-45.9% | $64,105-30.2% | $125,389-64.3% |
| Participation rate | 45.5% | 75.9%-30.4pp | 68.2%-22.7pp | 83.2%-37.7pp |
| Annual return | -2.16% | 1489.72%-1491.9pp | 791.24%-793.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,708 | $3,608-52.7% | $2,822-39.5% | $5,352-68.1% |
| Admin fee / account holder | $352 | $6,382-94.5% | $4,499-92.2% | $9,541-96.3% |