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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 | $95,459 | $77,901+22.5% | $149,717-36.2% | $75,181+27.0% |
| Participation rate | 14.0% | 65.6%-51.6pp | 78.8%-64.8pp | 67.2%-53.2pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.41%-134.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $923 | $3,411-72.9% | $5,682-83.8% | $4,126-77.6% |
| Admin fee / account holder | $1,333 | $5,949-77.6% | $13,213-89.9% | $5,650-76.4% |