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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 | $45,304 | $97,761-53.7% | $83,850-46.0% | $135,382-66.5% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -8.05% | 1287.44%-1295.5pp | 850.92%-859.0pp | 519.77%-527.8pp |
| Employer contribution / active EE | $1,651 | $4,222-60.9% | $3,631-54.5% | $4,779-65.4% |
| Participant deferral / active EE | $3,579 | $4,682-23.6% | $4,082-12.3% | $5,609-36.2% |
| Admin fee / account holder | $2,635 | $6,674-60.5% | $5,478-51.9% | $10,829-75.7% |