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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 | $59,815 | $97,732-38.8% | $83,831-28.6% | $135,380-55.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -6.58% | 1287.56%-1294.1pp | 850.99%-857.6pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,005 | $4,222-76.2% | $3,631-72.3% | $4,779-79.0% |
| Participant deferral / active EE | $1,596 | $4,683-65.9% | $4,082-60.9% | $5,609-71.5% |
| Admin fee / account holder | $1,629 | $6,675-75.6% | $5,479-70.3% | $10,828-85.0% |