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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 | $32,082 | $138,114-76.8% | $125,391-74.4% | $134,545-76.2% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -16.21% | 750.88%-767.1pp | 572.41%-588.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $4,305 | $5,246-17.9% | $4,816-10.6% | $4,742-9.2% |
| Participant deferral / active EE | $7,304 | $7,801-6.4% | $7,448-1.9% | $6,401+14.1% |
| Admin fee / account holder | $6,450 | $11,570-44.3% | $10,009-35.6% | $11,431-43.6% |