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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 | $46,445 | $39,798+16.7% | $67,704-31.4% | $59,633-22.1% |
| Participation rate | 42.5% | 57.4%-14.9pp | 67.5%-25.1pp | 68.7%-26.2pp |
| Annual return | -1.91% | 89.94%-91.8pp | 25.41%-27.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,877 | $1,393+34.7% | $2,559-26.7% | $2,203-14.8% |
| Participant deferral / active EE | $3,154 | $2,335+35.1% | $3,585-12.0% | $3,192-1.2% |
| Admin fee / account holder | $5,860 | $3,212+82.4% | $4,255+37.7% | $4,297+36.4% |