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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 | $57,200 | $138,114-58.6% | $125,391-54.4% | $134,545-57.5% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -18.63% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $4,115 | $5,246-21.6% | $4,816-14.6% | $4,742-13.2% |
| Participant deferral / active EE | $7,211 | $7,801-7.6% | $7,448-3.2% | $6,401+12.6% |
| Admin fee / account holder | $818 | $11,570-92.9% | $10,009-91.8% | $11,431-92.8% |