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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 | $71,553 | $82,630-13.4% | $64,105+11.6% | $125,389-42.9% |
| Participation rate | 63.6% | 75.9%-12.2pp | 68.2%-4.5pp | 83.2%-19.6pp |
| Annual return | -1.16% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $520 | $2,671-80.5% | $1,820-71.4% | $4,866-89.3% |
| Participant deferral / active EE | $1,420 | $3,608-60.6% | $2,822-49.7% | $5,352-73.5% |
| Admin fee / account holder | $3,028 | $6,382-52.6% | $4,499-32.7% | $9,541-68.3% |