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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 | $16,893 | $92,766-81.8% | $82,763-79.6% | $134,545-87.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -18.40% | 946.97%-965.4pp | 702.45%-720.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,058 | $3,273-67.7% | $3,008-64.8% | $4,742-77.7% |
| Participant deferral / active EE | $2,503 | $4,802-47.9% | $4,395-43.1% | $6,401-60.9% |
| Admin fee / account holder | $479 | $5,978-92.0% | $5,325-91.0% | $11,431-95.8% |