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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 | $50,953 | $56,197-9.3% | $67,652-24.7% | $59,633-14.6% |
| Participation rate | 58.8% | 71.5%-12.6pp | 75.7%-16.8pp | 68.7%-9.8pp |
| Annual return | -2.04% | 18508.10%-18510.1pp | 6625.40%-6627.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,651 | $2,844-6.8% | $3,560-25.5% | $3,192-16.9% |
| Admin fee / account holder | $481 | $3,958-87.8% | $4,821-90.0% | $4,297-88.8% |