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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 | $86,220 | $84,684+1.8% | $73,835+16.8% | $125,388-31.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 0.23% | 3123.93%-3123.7pp | 2268.13%-2267.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,047 | $3,123-66.5% | $2,788-62.4% | $4,866-78.5% |
| Participant deferral / active EE | $10,928 | $3,993+173.7% | $3,583+205.0% | $5,352+104.2% |
| Admin fee / account holder | $36,603 | $5,691+543.2% | $4,880+650.1% | $9,541+283.7% |