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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 | $55,387 | $160,059-65.4% | $140,019-60.4% | $135,380-59.1% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -2.45% | 911.48%-913.9pp | 651.17%-653.6pp | 519.81%-522.3pp |
| Employer contribution / active EE | $1,858 | $6,420-71.1% | $5,605-66.9% | $4,779-61.1% |
| Participant deferral / active EE | $4,115 | $7,641-46.1% | $6,927-40.6% | $5,609-26.6% |
| Admin fee / account holder | $2,106 | $13,328-84.2% | $10,705-80.3% | $10,828-80.5% |