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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 | $56,335 | $82,630-31.8% | $64,105-12.1% | $125,389-55.1% |
| Participation rate | 65.0% | 75.9%-10.9pp | 68.2%-3.2pp | 83.2%-18.2pp |
| Annual return | -1.37% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $799 | $2,671-70.1% | $1,820-56.1% | $4,866-83.6% |
| Participant deferral / active EE | $2,796 | $3,608-22.5% | $2,822-0.9% | $5,352-47.8% |
| Admin fee / account holder | $12,849 | $6,382+101.3% | $4,499+185.6% | $9,541+34.7% |