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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 | $22,958 | $82,630-72.2% | $64,105-64.2% | $125,389-81.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -0.25% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,082 | $2,671-59.5% | $1,820-40.6% | $4,866-77.8% |
| Participant deferral / active EE | $2,632 | $3,608-27.1% | $2,822-6.7% | $5,352-50.8% |
| Admin fee / account holder | $4,842 | $6,382-24.1% | $4,499+7.6% | $9,541-49.2% |