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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 | $46,257 | $180,462-74.4% | $154,111-70.0% | $135,379-65.8% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -7.97% | 888.17%-896.1pp | 735.18%-743.1pp | 519.79%-527.8pp |
| Employer contribution / active EE | $4,158 | $6,036-31.1% | $5,298-21.5% | $4,779-13.0% |
| Participant deferral / active EE | $8,101 | $5,806+39.5% | $5,081+59.5% | $5,609+44.4% |
| Admin fee / account holder | $1,143 | $16,145-92.9% | $13,411-91.5% | $10,828-89.4% |