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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 | $24,967 | $104,116-76.0% | $71,089-64.9% | $135,380-81.6% |
| Participation rate | 14.3% | 65.7%-51.4pp | 54.6%-40.4pp | 82.6%-68.4pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $332 | $1,485-77.7% | $1,088-69.5% | $4,779-93.1% |
| Participant deferral / active EE | $3,773 | $2,524+49.5% | $1,873+101.5% | $5,609-32.7% |
| Admin fee / account holder | $1,978 | $4,142-52.2% | $3,082-35.8% | $10,828-81.7% |