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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 | $37,630 | $92,743-59.4% | $82,744-54.5% | $134,532-72.0% |
| Participation rate | 56.5% | 75.2%-18.7pp | 72.6%-16.0pp | 81.2%-24.7pp |
| Annual return | -18.14% | 946.63%-964.8pp | 702.22%-720.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,652 | $3,273-49.5% | $3,008-45.1% | $4,741-65.1% |
| Participant deferral / active EE | $4,361 | $4,802-9.2% | $4,395-0.8% | $6,401-31.9% |
| Admin fee / account holder | $7,422 | $5,977+24.2% | $5,325+39.4% | $11,429-35.1% |