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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 | $45,577 | $90,606-49.7% | $79,466-42.6% | $135,379-66.3% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -2.04% | 977.69%-979.7pp | 718.28%-720.3pp | 519.79%-521.8pp |
| Employer contribution / active EE | $1,001 | $3,068-67.4% | $2,800-64.3% | $4,779-79.1% |
| Participant deferral / active EE | $4,095 | $4,050+1.1% | $3,704+10.6% | $5,609-27.0% |
| Admin fee / account holder | $2,943 | $5,895-50.1% | $5,104-42.3% | $10,828-72.8% |