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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 | $59,411 | $90,607-34.4% | $79,467-25.2% | $135,380-56.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -7.49% | 977.74%-985.2pp | 718.30%-725.8pp | 519.81%-527.3pp |
| Employer contribution / active EE | $2,112 | $3,068-31.2% | $2,800-24.6% | $4,779-55.8% |
| Participant deferral / active EE | $9,604 | $4,050+137.1% | $3,704+159.3% | $5,609+71.2% |
| Admin fee / account holder | $376 | $5,895-93.6% | $5,104-92.6% | $10,828-96.5% |