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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 | $31,752 | $197,819-83.9% | $155,789-79.6% | $125,388-74.7% |
| Participation rate | 61.1% | 82.1%-21.0pp | 76.1%-15.0pp | 83.2%-22.1pp |
| Annual return | -1.14% | 86.73%-87.9pp | 71.54%-72.7pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,149 | $4,850-76.3% | $3,839-70.1% | $4,866-76.4% |
| Participant deferral / active EE | $1,282 | $5,631-77.2% | $4,798-73.3% | $5,352-76.0% |
| Admin fee / account holder | $1,752 | $9,544-81.6% | $7,477-76.6% | $9,541-81.6% |