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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 | $61,104 | $92,766-34.1% | $82,763-26.2% | $134,545-54.6% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -20.20% | 946.97%-967.2pp | 702.45%-722.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,495 | $3,273-54.3% | $3,008-50.3% | $4,742-68.5% |
| Participant deferral / active EE | $2,889 | $4,802-39.8% | $4,395-34.3% | $6,401-54.9% |
| Admin fee / account holder | $496 | $5,978-91.7% | $5,325-90.7% | $11,431-95.7% |