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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 | $32,263 | $90,606-64.4% | $79,466-59.4% | $135,379-76.2% |
| Participation rate | 68.4% | 76.0%-7.6pp | 73.3%-4.9pp | 82.6%-14.2pp |
| Annual return | -4.54% | 977.69%-982.2pp | 718.28%-722.8pp | 519.79%-524.3pp |
| Employer contribution / active EE | $534 | $3,068-82.6% | $2,800-80.9% | $4,779-88.8% |
| Participant deferral / active EE | $1,385 | $4,050-65.8% | $3,704-62.6% | $5,609-75.3% |
| Admin fee / account holder | $921 | $5,895-84.4% | $5,104-81.9% | $10,828-91.5% |