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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 | $26,659 | $142,392-81.3% | $119,622-77.7% | $134,532-80.2% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | 140.49% | -12.46%+152.9pp | -14.98%+155.5pp | 418.27%-277.8pp |
| Employer contribution / active EE | $1,587 | $5,224-69.6% | $4,232-62.5% | $4,741-66.5% |
| Participant deferral / active EE | $3,703 | $6,467-42.7% | $5,601-33.9% | $6,401-42.1% |
| Admin fee / account holder | $1,267 | $13,593-90.7% | $10,328-87.7% | $11,429-88.9% |