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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 | $69,723 | $138,102-49.5% | $125,381-44.4% | $134,532-48.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -12.24% | 750.73%-763.0pp | 572.31%-584.5pp | 418.27%-430.5pp |
| Employer contribution / active EE | $2,460 | $5,245-53.1% | $4,815-48.9% | $4,741-48.1% |
| Participant deferral / active EE | $7,507 | $7,801-3.8% | $7,448+0.8% | $6,401+17.3% |
| Admin fee / account holder | $429 | $11,568-96.3% | $10,007-95.7% | $11,429-96.2% |