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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 | $229,723 | $84,697+171.2% | $73,845+211.1% | $125,393+83.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -0.75% | 3123.66%-3124.4pp | 2267.91%-2268.7pp | 282.23%-283.0pp |
| Employer contribution / active EE | $1,355 | $3,123-56.6% | $2,788-51.4% | $4,866-72.2% |
| Participant deferral / active EE | $3,677 | $3,993-7.9% | $3,583+2.6% | $5,351-31.3% |
| Admin fee / account holder | $893 | $5,692-84.3% | $4,881-81.7% | $9,541-90.6% |