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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 | $30,890 | $138,078-77.6% | $125,363-75.4% | $134,509-77.0% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -18.22% | 750.49%-768.7pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $3,082 | $5,245-41.2% | $4,815-36.0% | $4,741-35.0% |
| Participant deferral / active EE | $4,746 | $7,800-39.2% | $7,447-36.3% | $6,400-25.9% |
| Admin fee / account holder | $431 | $11,566-96.3% | $10,005-95.7% | $11,427-96.2% |