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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 | $63,133 | $82,630-23.6% | $64,105-1.5% | $125,389-49.7% |
| Participation rate | 56.5% | 75.9%-19.3pp | 68.2%-11.6pp | 83.2%-26.7pp |
| Annual return | -1.35% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $3,275 | $2,671+22.6% | $1,820+79.9% | $4,866-32.7% |
| Participant deferral / active EE | $6,859 | $3,608+90.1% | $2,822+143.1% | $5,352+28.2% |
| Admin fee / account holder | $2,321 | $6,382-63.6% | $4,499-48.4% | $9,541-75.7% |