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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 | $70,180 | $82,630-15.1% | $64,105+9.5% | $125,389-44.0% |
| Participation rate | 61.9% | 75.9%-13.9pp | 68.2%-6.3pp | 83.2%-21.3pp |
| Annual return | -1.54% | 1489.72%-1491.3pp | 791.24%-792.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,107 | $2,671-58.6% | $1,820-39.2% | $4,866-77.2% |
| Participant deferral / active EE | $2,398 | $3,608-33.6% | $2,822-15.0% | $5,352-55.2% |
| Admin fee / account holder | $6,810 | $6,382+6.7% | $4,499+51.3% | $9,541-28.6% |