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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 | $45,089 | $82,630-45.4% | $64,105-29.7% | $125,389-64.0% |
| Participation rate | 68.8% | 75.9%-7.1pp | 68.2%+0.6pp | 83.2%-14.4pp |
| Annual return | -3.40% | 1489.72%-1493.1pp | 791.24%-794.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $861 | $2,671-67.8% | $1,820-52.7% | $4,866-82.3% |
| Participant deferral / active EE | $4,375 | $3,608+21.2% | $2,822+55.0% | $5,352-18.3% |
| Admin fee / account holder | $2,108 | $6,382-67.0% | $4,499-53.1% | $9,541-77.9% |