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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 | $60,606 | $138,078-56.1% | $125,363-51.7% | $134,509-54.9% |
| Participation rate | 38.1% | 84.5%-46.4pp | 82.4%-44.3pp | 81.2%-43.1pp |
| Annual return | -15.38% | 750.49%-765.9pp | 572.15%-587.5pp | 418.13%-433.5pp |
| Employer contribution / active EE | $1,780 | $5,245-66.1% | $4,815-63.0% | $4,741-62.4% |
| Participant deferral / active EE | $4,288 | $7,800-45.0% | $7,447-42.4% | $6,400-33.0% |
| Admin fee / account holder | $10,916 | $11,566-5.6% | $10,005+9.1% | $11,427-4.5% |