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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 | $67,579 | $45,152+49.7% | $73,836-8.5% | $59,633+13.3% |
| Participation rate | 46.2% | 64.0%-17.9pp | 73.4%-27.3pp | 68.7%-22.5pp |
| Annual return | -1.63% | 27.40%-29.0pp | 2268.06%-2269.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,383 | $1,901-27.3% | $2,787-50.4% | $2,203-37.2% |
| Participant deferral / active EE | $1,879 | $2,573-27.0% | $3,583-47.6% | $3,192-41.1% |
| Admin fee / account holder | $468 | $3,515-86.7% | $4,882-90.4% | $4,297-89.1% |