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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 | $61,931 | $92,743-33.2% | $82,744-25.2% | $134,532-54.0% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -14.46% | 946.63%-961.1pp | 702.22%-716.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $473 | $3,273-85.5% | $3,008-84.3% | $4,741-90.0% |
| Participant deferral / active EE | $1,639 | $4,802-65.9% | $4,395-62.7% | $6,401-74.4% |
| Admin fee / account holder | $5,527 | $5,977-7.5% | $5,325+3.8% | $11,429-51.6% |