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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 | $57,135 | $44,850+27.4% | $60,547-5.6% | $59,633-4.2% |
| Participation rate | 40.6% | 59.5%-18.8pp | 68.0%-27.3pp | 68.7%-28.0pp |
| Annual return | -1.98% | 1074.14%-1076.1pp | 335.64%-337.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $233 | $1,462-84.1% | $2,419-90.4% | $2,203-89.4% |
| Participant deferral / active EE | $1,531 | $2,230-31.3% | $3,328-54.0% | $3,192-52.0% |
| Admin fee / account holder | $2,400 | $3,635-34.0% | $4,536-47.1% | $4,297-44.1% |