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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 | $26,000 | $103,038-74.8% | $90,324-71.2% | $152,909-83.0% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.5%-27.9pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,580 | $3,141-49.7% | $2,856-44.7% | $4,764-66.8% |
| Participant deferral / active EE | $5,198 | $4,282+21.4% | $3,885+33.8% | $5,851-11.2% |
| Admin fee / account holder | $4,880 | $6,177-21.0% | $5,356-8.9% | $11,601-57.9% |