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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 | $50,894 | $97,732-47.9% | $83,831-39.3% | $135,380-62.4% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -5.15% | 1287.56%-1292.7pp | 850.99%-856.1pp | 519.81%-525.0pp |
| Employer contribution / active EE | $2,582 | $4,222-38.8% | $3,631-28.9% | $4,779-46.0% |
| Participant deferral / active EE | $4,294 | $4,683-8.3% | $4,082+5.2% | $5,609-23.4% |
| Admin fee / account holder | $3,959 | $6,675-40.7% | $5,479-27.7% | $10,828-63.4% |