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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 | $7,172 | $49,976-85.7% | $66,674-89.2% | $82,637-91.3% |
| Participation rate | 48.1% | 63.1%-14.9pp | 73.7%-25.5pp | 68.1%-19.9pp |
| Annual return | 0.00% | 39.09%-39.1pp | 321.24%-321.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,437 | $2,847+91.0% | $4,084+33.1% | $4,126+31.8% |
| Admin fee / account holder | $2,879 | $4,594-37.3% | $5,098-43.5% | $7,339-60.8% |