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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 | $36,198 | $97,761-63.0% | $83,850-56.8% | $135,382-73.3% |
| Participation rate | 68.2% | 80.0%-11.8pp | 76.1%-8.0pp | 82.6%-14.5pp |
| Annual return | -8.32% | 1287.44%-1295.8pp | 850.92%-859.2pp | 519.77%-528.1pp |
| Employer contribution / active EE | $1,703 | $4,222-59.7% | $3,631-53.1% | $4,779-64.4% |
| Participant deferral / active EE | $4,634 | $4,682-1.0% | $4,082+13.5% | $5,609-17.4% |
| Admin fee / account holder | $1,508 | $6,674-77.4% | $5,478-72.5% | $10,829-86.1% |