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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 | $31,262 | $99,644-68.6% | $86,438-63.8% | $134,532-76.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -12.31% | 6787.26%-6799.6pp | 4397.19%-4409.5pp | 418.27%-430.6pp |
| Employer contribution / active EE | $2,033 | $4,402-53.8% | $3,769-46.1% | $4,741-57.1% |
| Participant deferral / active EE | $8,833 | $7,247+21.9% | $6,952+27.0% | $6,401+38.0% |
| Admin fee / account holder | $843 | $8,375-89.9% | $6,733-87.5% | $11,429-92.6% |