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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 | $26,885 | $82,630-67.5% | $64,105-58.1% | $125,388-78.6% |
| Participation rate | 69.2% | 75.9%-6.6pp | 68.2%+1.1pp | 83.2%-14.0pp |
| Annual return | -0.71% | 1489.72%-1490.4pp | 791.24%-792.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $398 | $2,671-85.1% | $1,820-78.1% | $4,866-91.8% |
| Participant deferral / active EE | $3,515 | $3,608-2.6% | $2,822+24.6% | $5,352-34.3% |
| Admin fee / account holder | $384 | $6,382-94.0% | $4,499-91.5% | $9,541-96.0% |