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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 | $76,147 | $92,743-17.9% | $82,744-8.0% | $134,532-43.4% |
| Participation rate | 22.7% | 75.2%-52.5pp | 72.6%-49.8pp | 81.2%-58.5pp |
| Annual return | -19.47% | 946.63%-966.1pp | 702.22%-721.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,320 | $3,273-59.7% | $3,008-56.1% | $4,741-72.2% |
| Participant deferral / active EE | $4,417 | $4,802-8.0% | $4,395+0.5% | $6,401-31.0% |
| Admin fee / account holder | $861 | $5,977-85.6% | $5,325-83.8% | $11,429-92.5% |