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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 | $97,372 | $82,630+17.8% | $64,105+51.9% | $125,389-22.3% |
| Participation rate | 55.6% | 75.9%-20.3pp | 68.2%-12.6pp | 83.2%-27.6pp |
| Annual return | -1.68% | 1489.72%-1491.4pp | 791.24%-792.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,021 | $2,671-61.8% | $1,820-43.9% | $4,866-79.0% |
| Participant deferral / active EE | $2,595 | $3,608-28.1% | $2,822-8.0% | $5,352-51.5% |
| Admin fee / account holder | $1,673 | $6,382-73.8% | $4,499-62.8% | $9,541-82.5% |