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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 | $29,574 | $69,708-57.6% | $67,560-56.2% | $74,478-60.3% |
| Participation rate | 52.7% | 71.4%-18.7pp | 72.9%-20.2pp | 67.2%-14.5pp |
| Annual return | 20.12% | -40.67%+60.8pp | 3533.50%-3513.4pp | 1370.56%-1350.4pp |
| Employer contribution / active EE | $2,010 | $2,715-26.0% | $2,737-26.6% | $2,626-23.5% |
| Participant deferral / active EE | $3,390 | $3,637-6.8% | $4,004-15.3% | $4,350-22.1% |
| Admin fee / account holder | $2,944 | $887+231.9% | $3,994-26.3% | $1,946+51.3% |