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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 | $30,566 | $97,732-68.7% | $83,831-63.5% | $135,380-77.4% |
| Participation rate | 59.1% | 80.0%-20.9pp | 76.1%-17.1pp | 82.6%-23.6pp |
| Annual return | -5.26% | 1287.56%-1292.8pp | 850.99%-856.2pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,533 | $4,222-63.7% | $3,631-57.8% | $4,779-67.9% |
| Participant deferral / active EE | $2,438 | $4,683-47.9% | $4,082-40.3% | $5,609-56.5% |
| Admin fee / account holder | $332 | $6,675-95.0% | $5,479-93.9% | $10,828-96.9% |