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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 | $69,838 | $92,707-24.7% | $82,726-15.6% | $134,493-48.1% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -7.58% | 945.12%-952.7pp | 701.33%-708.9pp | 418.01%-425.6pp |
| Employer contribution / active EE | $946 | $3,274-71.1% | $3,009-68.5% | $4,740-80.0% |
| Participant deferral / active EE | $5,614 | $4,801+16.9% | $4,394+27.8% | $6,400-12.3% |
| Admin fee / account holder | $702 | $5,980-88.3% | $5,328-86.8% | $11,425-93.9% |