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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 | $92,198 | $138,102-33.2% | $125,381-26.5% | $134,532-31.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.43% | 750.73%-769.2pp | 572.31%-590.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,660 | $5,245-49.3% | $4,815-44.8% | $4,741-43.9% |
| Participant deferral / active EE | $10,400 | $7,801+33.3% | $7,448+39.6% | $6,401+62.5% |
| Admin fee / account holder | $374 | $11,568-96.8% | $10,007-96.3% | $11,429-96.7% |