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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 | $30,679 | $49,896-38.5% | $80,627-61.9% | $75,173-59.2% |
| Participation rate | 59.3% | 55.3%+3.9pp | 67.0%-7.8pp | 67.2%-7.9pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.76%-936.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,668 | $1,699-1.8% | $2,723-38.7% | $2,671-37.5% |
| Participant deferral / active EE | $2,671 | $2,992-10.7% | $4,443-39.9% | $4,126-35.3% |
| Admin fee / account holder | $1,696 | $3,578-52.6% | $5,381-68.5% | $5,651-70.0% |