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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 | $92,766-24.7% | $82,763-15.6% | $134,545-48.1% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -7.58% | 946.97%-954.6pp | 702.45%-710.0pp | 418.37%-426.0pp |
| Employer contribution / active EE | $946 | $3,273-71.1% | $3,008-68.5% | $4,742-80.0% |
| Participant deferral / active EE | $5,614 | $4,802+16.9% | $4,395+27.7% | $6,401-12.3% |
| Admin fee / account holder | $702 | $5,978-88.3% | $5,325-86.8% | $11,431-93.9% |