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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 | $17,979 | $97,732-81.6% | $83,831-78.6% | $135,380-86.7% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -6.50% | 1287.56%-1294.1pp | 850.99%-857.5pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,233 | $4,222-47.1% | $3,631-38.5% | $4,779-53.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $338 | $6,675-94.9% | $5,479-93.8% | $10,828-96.9% |