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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 | $31,712 | $190,879-83.4% | $160,009-80.2% | $134,532-76.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -20.14% | 552.63%-572.8pp | 408.85%-429.0pp | 418.27%-438.4pp |
| Employer contribution / active EE | $3,665 | $4,995-26.6% | $4,225-13.3% | $4,741-22.7% |
| Participant deferral / active EE | $6,959 | $6,924+0.5% | $6,183+12.6% | $6,401+8.7% |
| Admin fee / account holder | $1,554 | $10,495-85.2% | $8,715-82.2% | $11,429-86.4% |