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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 | $38,575 | $90,617-57.4% | $79,476-51.5% | $135,382-71.5% |
| Participation rate | 61.5% | 76.1%-14.5pp | 73.3%-11.8pp | 82.6%-21.1pp |
| Annual return | -6.17% | 977.57%-983.7pp | 718.21%-724.4pp | 519.77%-525.9pp |
| Employer contribution / active EE | $2,470 | $3,068-19.5% | $2,800-11.8% | $4,779-48.3% |
| Participant deferral / active EE | $5,336 | $4,050+31.7% | $3,704+44.0% | $5,609-4.9% |
| Admin fee / account holder | $4,934 | $5,907-16.5% | $5,113-3.5% | $10,829-54.4% |