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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 | $46,205 | $138,102-66.5% | $125,381-63.1% | $134,532-65.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.61% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $9,743 | $5,245+85.7% | $4,815+102.3% | $4,741+105.5% |
| Participant deferral / active EE | $9,183 | $7,801+17.7% | $7,448+23.3% | $6,401+43.5% |
| Admin fee / account holder | $7,851 | $11,568-32.1% | $10,007-21.5% | $11,429-31.3% |