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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 | $2,144 | $70,366-97.0% | $66,674-96.8% | $138,895-98.5% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.7%-8.7pp | 79.9%-14.9pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,583 | $4,374-63.8% | $4,084-61.2% | $6,396-75.3% |
| Admin fee / account holder | $436 | $5,262-91.7% | $5,098-91.4% | $12,562-96.5% |