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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 | $69,575 | $138,102-49.6% | $125,381-44.5% | $134,532-48.3% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.6pp | 81.2%-22.4pp |
| Annual return | -15.70% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,076 | $5,245-41.4% | $4,815-36.1% | $4,741-35.1% |
| Participant deferral / active EE | $9,278 | $7,801+18.9% | $7,448+24.6% | $6,401+44.9% |
| Admin fee / account holder | $349 | $11,568-97.0% | $10,007-96.5% | $11,429-96.9% |