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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 | $59,905 | $138,102-56.6% | $125,381-52.2% | $134,532-55.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -12.63% | 750.73%-763.4pp | 572.31%-584.9pp | 418.27%-430.9pp |
| Employer contribution / active EE | $4,404 | $5,245-16.0% | $4,815-8.5% | $4,741-7.1% |
| Participant deferral / active EE | $8,577 | $7,801+10.0% | $7,448+15.2% | $6,401+34.0% |
| Admin fee / account holder | $1,844 | $11,568-84.1% | $10,007-81.6% | $11,429-83.9% |