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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 | $21,042 | $82,630-74.5% | $64,105-67.2% | $125,389-83.2% |
| Participation rate | 46.2% | 75.9%-29.7pp | 68.2%-22.0pp | 83.2%-37.0pp |
| Annual return | -0.45% | 1489.72%-1490.2pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,020 | $2,671-61.8% | $1,820-43.9% | $4,866-79.0% |
| Participant deferral / active EE | $1,466 | $3,608-59.4% | $2,822-48.1% | $5,352-72.6% |
| Admin fee / account holder | $1,358 | $6,382-78.7% | $4,499-69.8% | $9,541-85.8% |