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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 | $70,778 | $99,644-29.0% | $86,438-18.1% | $134,532-47.4% |
| Participation rate | 52.9% | 82.1%-29.1pp | 80.3%-27.4pp | 81.2%-28.3pp |
| Annual return | -4.75% | 6787.26%-6792.0pp | 4397.19%-4401.9pp | 418.27%-423.0pp |
| Employer contribution / active EE | $2,454 | $4,402-44.3% | $3,769-34.9% | $4,741-48.2% |
| Participant deferral / active EE | $7,064 | $7,247-2.5% | $6,952+1.6% | $6,401+10.4% |
| Admin fee / account holder | $5,683 | $8,375-32.1% | $6,733-15.6% | $11,429-50.3% |