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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 | $22,148 | $82,630-73.2% | $64,105-65.5% | $125,389-82.3% |
| Participation rate | 47.4% | 75.9%-28.5pp | 68.2%-20.8pp | 83.2%-35.8pp |
| Annual return | -0.35% | 1489.72%-1490.1pp | 791.24%-791.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $963 | $2,671-64.0% | $1,820-47.1% | $4,866-80.2% |
| Participant deferral / active EE | $1,824 | $3,608-49.5% | $2,822-35.4% | $5,352-65.9% |
| Admin fee / account holder | $709 | $6,382-88.9% | $4,499-84.3% | $9,541-92.6% |