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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 | $16,841 | $97,732-82.8% | $83,831-79.9% | $135,380-87.6% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -3.93% | 1287.56%-1291.5pp | 850.99%-854.9pp | 519.81%-523.7pp |
| Employer contribution / active EE | $706 | $4,222-83.3% | $3,631-80.6% | $4,779-85.2% |
| Participant deferral / active EE | $2,552 | $4,683-45.5% | $4,082-37.5% | $5,609-54.5% |
| Admin fee / account holder | $4,206 | $6,675-37.0% | $5,479-23.2% | $10,828-61.2% |