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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 | $26,576 | $111,830-76.2% | $93,696-71.6% | $145,884-81.8% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.6pp |
| Annual return | 0.00% | 204.08%-204.1pp | 133.74%-133.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,624 | $3,093-15.2% | $2,422+8.3% | $4,662-43.7% |
| Participant deferral / active EE | $3,887 | $4,920-21.0% | $4,417-12.0% | $6,690-41.9% |
| Admin fee / account holder | $310 | $10,249-97.0% | $8,287-96.3% | $13,392-97.7% |