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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 | $65,547 | $92,743-29.3% | $82,744-20.8% | $134,532-51.3% |
| Participation rate | 59.1% | 75.2%-16.1pp | 72.6%-13.5pp | 81.2%-22.1pp |
| Annual return | -19.72% | 946.63%-966.4pp | 702.22%-721.9pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,984 | $3,273-39.4% | $3,008-34.0% | $4,741-58.2% |
| Participant deferral / active EE | $7,213 | $4,802+50.2% | $4,395+64.1% | $6,401+12.7% |
| Admin fee / account holder | $898 | $5,977-85.0% | $5,325-83.1% | $11,429-92.1% |