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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 | $79,344 | $92,743-14.4% | $82,744-4.1% | $134,532-41.0% |
| Participation rate | 42.1% | 75.2%-33.1pp | 72.6%-30.5pp | 81.2%-39.1pp |
| Annual return | -15.69% | 946.63%-962.3pp | 702.22%-717.9pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,205 | $3,273-63.2% | $3,008-59.9% | $4,741-74.6% |
| Participant deferral / active EE | $2,895 | $4,802-39.7% | $4,395-34.1% | $6,401-54.8% |
| Admin fee / account holder | $977 | $5,977-83.7% | $5,325-81.7% | $11,429-91.5% |