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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 | $36,755 | $176,105-79.1% | $159,474-77.0% | $167,536-78.1% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,596 | $5,299-69.9% | $4,831-67.0% | $4,839-67.0% |
| Participant deferral / active EE | $3,580 | $7,751-53.8% | $7,353-51.3% | $6,342-43.6% |
| Admin fee / account holder | $533 | $12,559-95.8% | $10,802-95.1% | $12,315-95.7% |