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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 | $41,904 | $97,761-57.1% | $83,850-50.0% | $135,382-69.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -7.94% | 1287.44%-1295.4pp | 850.92%-858.9pp | 519.77%-527.7pp |
| Employer contribution / active EE | $1,484 | $4,222-64.9% | $3,631-59.1% | $4,779-69.0% |
| Participant deferral / active EE | $7,714 | $4,682+64.7% | $4,082+89.0% | $5,609+37.5% |
| Admin fee / account holder | $8,320 | $6,674+24.7% | $5,478+51.9% | $10,829-23.2% |