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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 | $35,796 | $138,102-74.1% | $125,381-71.5% | $134,532-73.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,119 | $5,245-59.6% | $4,815-56.0% | $4,741-55.3% |
| Participant deferral / active EE | $4,061 | $7,801-47.9% | $7,448-45.5% | $6,401-36.6% |
| Admin fee / account holder | $525 | $11,568-95.5% | $10,007-94.8% | $11,429-95.4% |