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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 | $38,569 | $82,630-53.3% | $64,105-39.8% | $125,389-69.2% |
| Participation rate | 59.1% | 75.9%-16.8pp | 68.2%-9.1pp | 83.2%-24.1pp |
| Annual return | -1.08% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $379 | $2,671-85.8% | $1,820-79.2% | $4,866-92.2% |
| Participant deferral / active EE | $3,831 | $3,608+6.2% | $2,822+35.8% | $5,352-28.4% |
| Admin fee / account holder | $3,617 | $6,382-43.3% | $4,499-19.6% | $9,541-62.1% |