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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 | $71,383 | $138,078-48.3% | $125,363-43.1% | $134,509-46.9% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -17.35% | 750.49%-767.8pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $1,234 | $5,245-76.5% | $4,815-74.4% | $4,741-74.0% |
| Participant deferral / active EE | $4,936 | $7,800-36.7% | $7,447-33.7% | $6,400-22.9% |
| Admin fee / account holder | $565 | $11,566-95.1% | $10,005-94.4% | $11,427-95.1% |