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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 | $45,396 | $108,685-58.2% | $74,719-39.2% | $152,885-70.3% |
| Participation rate | 46.2% | 65.3%-19.2pp | 54.5%-8.3pp | 82.5%-36.3pp |
| Annual return | 0.00% | 114.09%-114.1pp | 753.05%-753.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $641 | $1,504-57.4% | $1,084-40.9% | $4,763-86.6% |
| Participant deferral / active EE | $641 | $2,712-76.4% | $1,963-67.4% | $5,851-89.1% |
| Admin fee / account holder | $463 | $4,905-90.6% | $3,334-86.1% | $11,598-96.0% |