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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 | $72,845 | $82,630-11.8% | $64,105+13.6% | $125,389-41.9% |
| Participation rate | 30.0% | 75.9%-45.9pp | 68.2%-38.2pp | 83.2%-53.2pp |
| Annual return | -0.96% | 1489.72%-1490.7pp | 791.24%-792.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,085 | $2,671-59.4% | $1,820-40.4% | $4,866-77.7% |
| Participant deferral / active EE | $3,465 | $3,608-4.0% | $2,822+22.8% | $5,352-35.3% |
| Admin fee / account holder | $2,073 | $6,382-67.5% | $4,499-53.9% | $9,541-78.3% |