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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 | $35,170 | $90,606-61.2% | $79,466-55.7% | $135,379-74.0% |
| Participation rate | 56.5% | 76.0%-19.5pp | 73.3%-16.8pp | 82.6%-26.1pp |
| Annual return | -7.97% | 977.69%-985.7pp | 718.28%-726.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,138 | $3,068-62.9% | $2,800-59.4% | $4,779-76.2% |
| Participant deferral / active EE | $2,022 | $4,050-50.1% | $3,704-45.4% | $5,609-63.9% |
| Admin fee / account holder | $2,541 | $5,895-56.9% | $5,104-50.2% | $10,828-76.5% |