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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 | $60,698 | $54,370+11.6% | $82,763-26.7% | $68,490-11.4% |
| Participation rate | 38.6% | 63.9%-25.4pp | 72.6%-34.0pp | 67.9%-29.3pp |
| Annual return | -13.62% | -13.67%+0.1pp | 702.45%-716.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,451 | $2,219-34.6% | $3,008-51.8% | $2,597-44.1% |
| Participant deferral / active EE | $1,774 | $3,247-45.4% | $4,395-59.6% | $4,028-56.0% |
| Admin fee / account holder | $8,703 | $4,398+97.9% | $5,325+63.4% | $5,403+61.1% |