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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 | $56,323 | $97,732-42.4% | $83,831-32.8% | $135,380-58.4% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -8.56% | 1287.56%-1296.1pp | 850.99%-859.6pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,838 | $4,222-56.5% | $3,631-49.4% | $4,779-61.5% |
| Participant deferral / active EE | $4,011 | $4,683-14.3% | $4,082-1.7% | $5,609-28.5% |
| Admin fee / account holder | $2,248 | $6,675-66.3% | $5,479-59.0% | $10,828-79.2% |