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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 | $37,190 | $92,766-59.9% | $82,763-55.1% | $134,545-72.4% |
| Participation rate | 26.3% | 75.2%-48.9pp | 72.6%-46.2pp | 81.2%-54.9pp |
| Annual return | -16.18% | 946.97%-963.2pp | 702.45%-718.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $770 | $3,273-76.5% | $3,008-74.4% | $4,742-83.8% |
| Participant deferral / active EE | $3,351 | $4,802-30.2% | $4,395-23.8% | $6,401-47.7% |
| Admin fee / account holder | $2,946 | $5,978-50.7% | $5,325-44.7% | $11,431-74.2% |