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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 | $36,901 | $92,684-60.2% | $82,706-55.4% | $134,509-72.6% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -12.72% | 945.84%-958.6pp | 701.76%-714.5pp | 418.13%-430.9pp |
| Employer contribution / active EE | $959 | $3,272-70.7% | $3,007-68.1% | $4,741-79.8% |
| Participant deferral / active EE | $1,130 | $4,800-76.4% | $4,394-74.3% | $6,400-82.3% |
| Admin fee / account holder | $3,381 | $5,982-43.5% | $5,329-36.5% | $11,427-70.4% |