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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 | $27,357 | $197,819-86.2% | $155,789-82.4% | $125,389-78.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 76.1%-13.6pp | 83.2%-20.7pp |
| Annual return | -0.53% | 86.73%-87.3pp | 71.54%-72.1pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,380 | $4,850-71.5% | $3,839-64.0% | $4,866-71.6% |
| Participant deferral / active EE | $2,755 | $5,631-51.1% | $4,798-42.6% | $5,352-48.5% |
| Admin fee / account holder | $1,426 | $9,544-85.1% | $7,477-80.9% | $9,541-85.1% |