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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 | $56,243 | $190,916-70.5% | $160,037-64.9% | $134,545-58.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -16.83% | 552.79%-569.6pp | 408.95%-425.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,950 | $4,996-40.9% | $4,226-30.2% | $4,742-37.8% |
| Participant deferral / active EE | $3,451 | $6,925-50.2% | $6,184-44.2% | $6,401-46.1% |
| Admin fee / account holder | $5,056 | $10,497-51.8% | $8,716-42.0% | $11,431-55.8% |