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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 | $73,975 | $90,606-18.4% | $79,466-6.9% | $135,379-45.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -9.29% | 977.69%-987.0pp | 718.28%-727.6pp | 519.79%-529.1pp |
| Employer contribution / active EE | $3,133 | $3,068+2.1% | $2,800+11.9% | $4,779-34.5% |
| Participant deferral / active EE | $5,615 | $4,050+38.6% | $3,704+51.6% | $5,609+0.1% |
| Admin fee / account holder | $14,582 | $5,895+147.4% | $5,104+185.7% | $10,828+34.7% |