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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 | $99,528 | $183,516-45.8% | $155,534-36.0% | $145,884-31.8% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,173 | $5,315-77.9% | $4,675-74.9% | $4,662-74.8% |
| Participant deferral / active EE | $3,706 | $6,467-42.7% | $5,630-34.2% | $6,690-44.6% |
| Admin fee / account holder | $6,899 | $19,293-64.2% | $15,900-56.6% | $13,392-48.5% |