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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 | $34,272 | $82,630-58.5% | $64,105-46.5% | $125,389-72.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -2.99% | 1489.72%-1492.7pp | 791.24%-794.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,228 | $2,671-54.0% | $1,820-32.5% | $4,866-74.8% |
| Participant deferral / active EE | $1,866 | $3,608-48.3% | $2,822-33.9% | $5,352-65.1% |
| Admin fee / account holder | $1,422 | $6,382-77.7% | $4,499-68.4% | $9,541-85.1% |