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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 | $88,792 | $85,766+3.5% | $136,298-34.9% | $70,126+26.6% |
| Participation rate | 43.2% | 74.2%-30.9pp | 81.9%-38.7pp | 69.5%-26.3pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,326 | $5,051-54.0% | $6,247-62.8% | $3,332-30.2% |
| Admin fee / account holder | $1,804 | $5,421-66.7% | $9,244-80.5% | $4,645-61.2% |