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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 | $57,989 | $92,743-37.5% | $82,744-29.9% | $134,532-56.9% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -18.20% | 946.63%-964.8pp | 702.22%-720.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,440 | $3,273-56.0% | $3,008-52.1% | $4,741-69.6% |
| Participant deferral / active EE | $5,977 | $4,802+24.5% | $4,395+36.0% | $6,401-6.6% |
| Admin fee / account holder | $816 | $5,977-86.4% | $5,325-84.7% | $11,429-92.9% |