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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 | $50,028 | $90,617-44.8% | $79,476-37.1% | $135,382-63.0% |
| Participation rate | 53.3% | 76.1%-22.7pp | 73.3%-20.0pp | 82.6%-29.3pp |
| Annual return | -8.55% | 977.57%-986.1pp | 718.21%-726.8pp | 519.77%-528.3pp |
| Employer contribution / active EE | $1,257 | $3,068-59.0% | $2,800-55.1% | $4,779-73.7% |
| Participant deferral / active EE | $3,609 | $4,050-10.9% | $3,704-2.6% | $5,609-35.7% |
| Admin fee / account holder | $997 | $5,907-83.1% | $5,113-80.5% | $10,829-90.8% |