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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 | $22,423 | $84,684-73.5% | $73,835-69.6% | $125,388-82.1% |
| Participation rate | 35.3% | 76.8%-41.5pp | 73.4%-38.1pp | 83.2%-47.9pp |
| Annual return | -2.67% | 3123.93%-3126.6pp | 2268.13%-2270.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $608 | $3,993-84.8% | $3,583-83.0% | $5,352-88.6% |
| Admin fee / account holder | $657 | $5,691-88.4% | $4,880-86.5% | $9,541-93.1% |