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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 | $41,028 | $97,732-58.0% | $83,831-51.1% | $135,380-69.7% |
| Participation rate | 52.9% | 80.0%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -9.47% | 1287.56%-1297.0pp | 850.99%-860.5pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,530 | $4,222-63.8% | $3,631-57.9% | $4,779-68.0% |
| Participant deferral / active EE | $5,825 | $4,683+24.4% | $4,082+42.7% | $5,609+3.8% |
| Admin fee / account holder | $3,239 | $6,675-51.5% | $5,479-40.9% | $10,828-70.1% |