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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 | $92,684-14.8% | $82,706-4.5% | $134,509-41.3% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -16.05% | 945.84%-961.9pp | 701.76%-717.8pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,122 | $3,272-65.7% | $3,007-62.7% | $4,741-76.3% |
| Participant deferral / active EE | $5,579 | $4,800+16.2% | $4,394+27.0% | $6,400-12.8% |
| Admin fee / account holder | $5,101 | $5,982-14.7% | $5,329-4.3% | $11,427-55.4% |