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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 | $52,612 | $180,459-70.8% | $154,108-65.9% | $135,380-61.1% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -1.81% | 888.21%-890.0pp | 735.21%-737.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $1,420 | $6,035-76.5% | $5,298-73.2% | $4,779-70.3% |
| Participant deferral / active EE | $2,957 | $5,806-49.1% | $5,081-41.8% | $5,609-47.3% |
| Admin fee / account holder | $805 | $16,145-95.0% | $13,411-94.0% | $10,828-92.6% |