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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 | $8,988 | $92,766-90.3% | $82,763-89.1% | $134,545-93.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.88% | 946.97%-966.9pp | 702.45%-722.3pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,178 | $3,273-64.0% | $3,008-60.9% | $4,742-75.2% |
| Participant deferral / active EE | $1,600 | $4,802-66.7% | $4,395-63.6% | $6,401-75.0% |
| Admin fee / account holder | $920 | $5,978-84.6% | $5,325-82.7% | $11,431-92.0% |