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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 | $53,757 | $92,743-42.0% | $82,744-35.0% | $134,532-60.0% |
| Participation rate | 65.0% | 75.2%-10.2pp | 72.6%-7.6pp | 81.2%-16.2pp |
| Annual return | -14.53% | 946.63%-961.2pp | 702.22%-716.7pp | 418.27%-432.8pp |
| Employer contribution / active EE | $1,366 | $3,273-58.3% | $3,008-54.6% | $4,741-71.2% |
| Participant deferral / active EE | $3,032 | $4,802-36.8% | $4,395-31.0% | $6,401-52.6% |
| Admin fee / account holder | $2,007 | $5,977-66.4% | $5,325-62.3% | $11,429-82.4% |