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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 | $40,898 | $197,819-79.3% | $155,789-73.7% | $125,389-67.4% |
| Participation rate | 61.9% | 82.1%-20.2pp | 76.1%-14.2pp | 83.2%-21.3pp |
| Annual return | -3.28% | 86.73%-90.0pp | 71.54%-74.8pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,432 | $4,850-70.5% | $3,839-62.7% | $4,866-70.6% |
| Participant deferral / active EE | $2,166 | $5,631-61.5% | $4,798-54.9% | $5,352-59.5% |
| Admin fee / account holder | $385 | $9,544-96.0% | $7,477-94.8% | $9,541-96.0% |