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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 | $53,479 | $82,630-35.3% | $64,105-16.6% | $125,389-57.3% |
| Participation rate | 37.5% | 75.9%-38.4pp | 68.2%-30.7pp | 83.2%-45.7pp |
| Annual return | -2.90% | 1489.72%-1492.6pp | 791.24%-794.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $670 | $2,671-74.9% | $1,820-63.2% | $4,866-86.2% |
| Participant deferral / active EE | $1,975 | $3,608-45.3% | $2,822-30.0% | $5,352-63.1% |
| Admin fee / account holder | $413 | $6,382-93.5% | $4,499-90.8% | $9,541-95.7% |