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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 | $78,769 | $180,466-56.4% | $154,114-48.9% | $135,382-41.8% |
| Participation rate | 29.2% | 87.4%-58.3pp | 83.0%-53.9pp | 82.6%-53.5pp |
| Annual return | -7.41% | 888.15%-895.6pp | 735.16%-742.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $1,521 | $6,035-74.8% | $5,298-71.3% | $4,779-68.2% |
| Participant deferral / active EE | $3,297 | $5,806-43.2% | $5,081-35.1% | $5,609-41.2% |
| Admin fee / account holder | $3,289 | $16,144-79.6% | $13,411-75.5% | $10,829-69.6% |