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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 | $31,957 | $92,743-65.5% | $82,744-61.4% | $134,532-76.2% |
| Participation rate | 39.1% | 75.2%-36.1pp | 72.6%-33.4pp | 81.2%-42.1pp |
| Annual return | -20.61% | 946.63%-967.2pp | 702.22%-722.8pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,397 | $3,273-57.3% | $3,008-53.5% | $4,741-70.5% |
| Participant deferral / active EE | $2,515 | $4,802-47.6% | $4,395-42.8% | $6,401-60.7% |
| Admin fee / account holder | $3,567 | $5,977-40.3% | $5,325-33.0% | $11,429-68.8% |