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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 | $44,394 | $138,102-67.9% | $125,381-64.6% | $134,532-67.0% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -15.25% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,638 | $5,245-68.8% | $4,815-66.0% | $4,741-65.5% |
| Participant deferral / active EE | $6,106 | $7,801-21.7% | $7,448-18.0% | $6,401-4.6% |
| Admin fee / account holder | $507 | $11,568-95.6% | $10,007-94.9% | $11,429-95.6% |