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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 | $43,820 | $84,697-48.3% | $73,845-40.7% | $125,393-65.1% |
| Participation rate | 58.8% | 76.8%-17.9pp | 73.4%-14.6pp | 83.2%-24.4pp |
| Annual return | -1.44% | 3123.66%-3125.1pp | 2267.91%-2269.4pp | 282.23%-283.7pp |
| Employer contribution / active EE | $1,071 | $3,123-65.7% | $2,788-61.6% | $4,866-78.0% |
| Participant deferral / active EE | $2,833 | $3,993-29.1% | $3,583-21.0% | $5,351-47.1% |
| Admin fee / account holder | $539 | $5,692-90.5% | $4,881-89.0% | $9,541-94.3% |