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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 | $32,790 | $90,606-63.8% | $79,466-58.7% | $135,379-75.8% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -6.48% | 977.69%-984.2pp | 718.28%-724.8pp | 519.79%-526.3pp |
| Employer contribution / active EE | $1,480 | $3,068-51.7% | $2,800-47.1% | $4,779-69.0% |
| Participant deferral / active EE | $2,841 | $4,050-29.8% | $3,704-23.3% | $5,609-49.3% |
| Admin fee / account holder | $2,789 | $5,895-52.7% | $5,104-45.3% | $10,828-74.2% |