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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 | $38,188 | $92,743-58.8% | $82,744-53.8% | $134,532-71.6% |
| Participation rate | 65.0% | 75.2%-10.2pp | 72.6%-7.6pp | 81.2%-16.2pp |
| Annual return | -16.82% | 946.63%-963.5pp | 702.22%-719.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,617 | $3,273-50.6% | $3,008-46.3% | $4,741-65.9% |
| Participant deferral / active EE | $3,307 | $4,802-31.1% | $4,395-24.8% | $6,401-48.3% |
| Admin fee / account holder | $2,378 | $5,977-60.2% | $5,325-55.3% | $11,429-79.2% |