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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 | $42,696 | $84,684-49.6% | $73,835-42.2% | $125,388-65.9% |
| Participation rate | 55.6% | 76.8%-21.2pp | 73.4%-17.9pp | 83.2%-27.6pp |
| Annual return | -1.68% | 3123.93%-3125.6pp | 2268.13%-2269.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $811 | $3,123-74.0% | $2,788-70.9% | $4,866-83.3% |
| Participant deferral / active EE | $2,672 | $3,993-33.1% | $3,583-25.4% | $5,352-50.1% |
| Admin fee / account holder | $1,754 | $5,691-69.2% | $4,880-64.1% | $9,541-81.6% |