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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 | $29,001 | $97,732-70.3% | $83,831-65.4% | $135,380-78.6% |
| Participation rate | 53.3% | 80.0%-26.6pp | 76.1%-22.8pp | 82.6%-29.3pp |
| Annual return | -8.73% | 1287.56%-1296.3pp | 850.99%-859.7pp | 519.81%-528.5pp |
| Employer contribution / active EE | $2,006 | $4,222-52.5% | $3,631-44.8% | $4,779-58.0% |
| Participant deferral / active EE | $4,609 | $4,683-1.6% | $4,082+12.9% | $5,609-17.8% |
| Admin fee / account holder | $2,985 | $6,675-55.3% | $5,479-45.5% | $10,828-72.4% |