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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 | $168,393 | $92,707+81.6% | $82,726+103.6% | $134,493+25.2% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -16.77% | 945.12%-961.9pp | 701.33%-718.1pp | 418.01%-434.8pp |
| Employer contribution / active EE | $1,399 | $3,274-57.3% | $3,009-53.5% | $4,740-70.5% |
| Participant deferral / active EE | $7,210 | $4,801+50.2% | $4,394+64.1% | $6,400+12.7% |
| Admin fee / account holder | $1,146 | $5,980-80.8% | $5,328-78.5% | $11,425-90.0% |