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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 | $21,100 | $92,743-77.2% | $82,744-74.5% | $134,532-84.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -20.69% | 946.63%-967.3pp | 702.22%-722.9pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,771 | $3,273-45.9% | $3,008-41.1% | $4,741-62.6% |
| Participant deferral / active EE | $5,180 | $4,802+7.9% | $4,395+17.9% | $6,401-19.1% |
| Admin fee / account holder | $336 | $5,977-94.4% | $5,325-93.7% | $11,429-97.1% |