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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 | $46,877 | $138,078-66.1% | $125,363-62.6% | $134,509-65.1% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.6pp | 81.2%-22.4pp |
| Annual return | -20.48% | 750.49%-771.0pp | 572.15%-592.6pp | 418.13%-438.6pp |
| Employer contribution / active EE | $3,000 | $5,245-42.8% | $4,815-37.7% | $4,741-36.7% |
| Participant deferral / active EE | $8,873 | $7,800+13.8% | $7,447+19.1% | $6,400+38.6% |
| Admin fee / account holder | $2,018 | $11,566-82.6% | $10,005-79.8% | $11,427-82.3% |