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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 | $40,996 | $82,630-50.4% | $64,105-36.0% | $125,388-67.3% |
| Participation rate | 64.3% | 75.9%-11.6pp | 68.2%-3.9pp | 83.2%-18.9pp |
| Annual return | -2.48% | 1489.72%-1492.2pp | 791.24%-793.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,316 | $2,671-50.7% | $1,820-27.7% | $4,866-73.0% |
| Participant deferral / active EE | $4,153 | $3,608+15.1% | $2,822+47.2% | $5,352-22.4% |
| Admin fee / account holder | $418 | $6,382-93.5% | $4,499-90.7% | $9,541-95.6% |