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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 | $23,522 | $92,684-74.6% | $82,706-71.6% | $134,509-82.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -13.55% | 945.84%-959.4pp | 701.76%-715.3pp | 418.13%-431.7pp |
| Employer contribution / active EE | $1,794 | $3,272-45.2% | $3,007-40.4% | $4,741-62.2% |
| Participant deferral / active EE | $3,202 | $4,800-33.3% | $4,394-27.1% | $6,400-50.0% |
| Admin fee / account holder | $624 | $5,982-89.6% | $5,329-88.3% | $11,427-94.5% |