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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 | $71,526 | $138,102-48.2% | $125,381-43.0% | $134,532-46.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.52% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,157 | $5,245-58.9% | $4,815-55.2% | $4,741-54.5% |
| Participant deferral / active EE | $9,164 | $7,801+17.5% | $7,448+23.0% | $6,401+43.2% |
| Admin fee / account holder | $11,452 | $11,568-1.0% | $10,007+14.4% | $11,429+0.2% |