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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 | $27,138 | $138,102-80.3% | $125,381-78.4% | $134,532-79.8% |
| Participation rate | 47.4% | 84.5%-37.1pp | 82.4%-35.0pp | 81.2%-33.9pp |
| Annual return | -17.91% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $7,496 | $5,245+42.9% | $4,815+55.7% | $4,741+58.1% |
| Participant deferral / active EE | $11,806 | $7,801+51.3% | $7,448+58.5% | $6,401+84.4% |
| Admin fee / account holder | $4,863 | $11,568-58.0% | $10,007-51.4% | $11,429-57.4% |