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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 | $48,199 | $138,114-65.1% | $125,391-61.6% | $134,545-64.2% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -17.40% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,943 | $5,246-43.9% | $4,816-38.9% | $4,742-37.9% |
| Participant deferral / active EE | $3,687 | $7,801-52.7% | $7,448-50.5% | $6,401-42.4% |
| Admin fee / account holder | $13,953 | $11,570+20.6% | $10,009+39.4% | $11,431+22.1% |