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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 | $80,792 | $118,869-32.0% | $96,575-16.3% | $167,518-51.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $683 | $3,120-78.1% | $2,357-71.0% | $4,838-85.9% |
| Participant deferral / active EE | $4,000 | $4,616-13.3% | $3,849+3.9% | $6,342-36.9% |
| Admin fee / account holder | $700 | $8,067-91.3% | $6,182-88.7% | $12,312-94.3% |