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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 | $60,871 | $138,102-55.9% | $125,381-51.5% | $134,532-54.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.02% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,221 | $5,245-76.7% | $4,815-74.7% | $4,741-74.3% |
| Participant deferral / active EE | $7,515 | $7,801-3.7% | $7,448+0.9% | $6,401+17.4% |
| Admin fee / account holder | $319 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |