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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 | $36,522 | $82,630-55.8% | $64,105-43.0% | $125,389-70.9% |
| Participation rate | 37.5% | 75.9%-38.4pp | 68.2%-30.7pp | 83.2%-45.7pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $776 | $2,671-70.9% | $1,820-57.3% | $4,866-84.0% |
| Participant deferral / active EE | $1,425 | $3,608-60.5% | $2,822-49.5% | $5,352-73.4% |
| Admin fee / account holder | $356 | $6,382-94.4% | $4,499-92.1% | $9,541-96.3% |