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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 | $33,644 | $82,630-59.3% | $64,105-47.5% | $125,389-73.2% |
| Participation rate | 42.1% | 75.9%-33.7pp | 68.2%-26.1pp | 83.2%-41.1pp |
| Annual return | -2.11% | 1489.72%-1491.8pp | 791.24%-793.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $400 | $2,671-85.0% | $1,820-78.0% | $4,866-91.8% |
| Participant deferral / active EE | $1,003 | $3,608-72.2% | $2,822-64.5% | $5,352-81.3% |
| Admin fee / account holder | $2,415 | $6,382-62.2% | $4,499-46.3% | $9,541-74.7% |