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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 | $46,266 | $101,283-54.3% | $75,826-39.0% | $135,380-65.8% |
| Participation rate | 61.5% | 72.7%-11.2pp | 68.2%-6.7pp | 82.6%-21.1pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,517 | $2,382-36.3% | $1,913-20.7% | $4,779-68.2% |
| Participant deferral / active EE | $2,211 | $3,469-36.3% | $2,862-22.7% | $5,609-60.6% |
| Admin fee / account holder | $3,672 | $6,539-43.8% | $4,726-22.3% | $10,828-66.1% |