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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 | $61,198 | $82,630-25.9% | $64,105-4.5% | $125,389-51.2% |
| Participation rate | 52.4% | 75.9%-23.5pp | 68.2%-15.8pp | 83.2%-30.8pp |
| Annual return | -3.11% | 1489.72%-1492.8pp | 791.24%-794.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $841 | $2,671-68.5% | $1,820-53.8% | $4,866-82.7% |
| Participant deferral / active EE | $2,361 | $3,608-34.6% | $2,822-16.3% | $5,352-55.9% |
| Admin fee / account holder | $7,437 | $6,382+16.5% | $4,499+65.3% | $9,541-22.1% |