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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 | $36,291 | $82,630-56.1% | $64,105-43.4% | $125,389-71.1% |
| Participation rate | 69.2% | 75.9%-6.6pp | 68.2%+1.1pp | 83.2%-14.0pp |
| Annual return | -1.64% | 1489.72%-1491.4pp | 791.24%-792.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,106 | $2,671-21.2% | $1,820+15.7% | $4,866-56.7% |
| Participant deferral / active EE | $3,785 | $3,608+4.9% | $2,822+34.1% | $5,352-29.3% |
| Admin fee / account holder | $406 | $6,382-93.6% | $4,499-91.0% | $9,541-95.7% |