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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 | $97,640 | $138,102-29.3% | $125,381-22.1% | $134,532-27.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.22% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $3,600 | $5,245-31.4% | $4,815-25.2% | $4,741-24.1% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $399 | $11,568-96.6% | $10,007-96.0% | $11,429-96.5% |