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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 | $54,031 | $90,607-40.4% | $79,467-32.0% | $135,380-60.1% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -6.43% | 977.74%-984.2pp | 718.30%-724.7pp | 519.81%-526.2pp |
| Employer contribution / active EE | $496 | $3,068-83.8% | $2,800-82.3% | $4,779-89.6% |
| Participant deferral / active EE | $3,348 | $4,050-17.3% | $3,704-9.6% | $5,609-40.3% |
| Admin fee / account holder | $1,164 | $5,895-80.3% | $5,104-77.2% | $10,828-89.3% |