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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 | $78,966 | $92,743-14.9% | $82,744-4.6% | $134,532-41.3% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -16.05% | 946.63%-962.7pp | 702.22%-718.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,122 | $3,273-65.7% | $3,008-62.7% | $4,741-76.3% |
| Participant deferral / active EE | $5,579 | $4,802+16.2% | $4,395+26.9% | $6,401-12.8% |
| Admin fee / account holder | $5,101 | $5,977-14.7% | $5,325-4.2% | $11,429-55.4% |