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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 | $52,715 | $135,645-61.1% | $110,243-52.2% | $135,380-61.1% |
| Participation rate | 22.2% | 83.5%-61.2pp | 79.8%-57.6pp | 82.6%-60.4pp |
| Annual return | -5.33% | 513.24%-518.6pp | 314.76%-320.1pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,284 | $4,907-73.8% | $3,827-66.4% | $4,779-73.1% |
| Participant deferral / active EE | $4,210 | $5,507-23.5% | $4,672-9.9% | $5,609-24.9% |
| Admin fee / account holder | $315 | $11,458-97.3% | $8,548-96.3% | $10,828-97.1% |