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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 | $31,324 | $82,630-62.1% | $64,105-51.1% | $125,393-75.0% |
| Participation rate | 42.9% | 75.9%-33.0pp | 68.2%-25.3pp | 83.2%-40.3pp |
| Annual return | -2.82% | 1489.72%-1492.5pp | 791.24%-794.1pp | 282.23%-285.1pp |
| Employer contribution / active EE | $868 | $2,671-67.5% | $1,820-52.3% | $4,866-82.2% |
| Participant deferral / active EE | $3,949 | $3,608+9.4% | $2,822+39.9% | $5,351-26.2% |
| Admin fee / account holder | $1,689 | $6,382-73.5% | $4,499-62.5% | $9,541-82.3% |