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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 | $63,413 | $92,684-31.6% | $82,706-23.3% | $134,509-52.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -12.34% | 945.84%-958.2pp | 701.76%-714.1pp | 418.13%-430.5pp |
| Employer contribution / active EE | $2,762 | $3,272-15.6% | $3,007-8.1% | $4,741-41.7% |
| Participant deferral / active EE | $5,926 | $4,800+23.5% | $4,394+34.9% | $6,400-7.4% |
| Admin fee / account holder | $1,649 | $5,982-72.4% | $5,329-69.1% | $11,427-85.6% |