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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 | $85,764 | $180,459-52.5% | $154,108-44.3% | $135,380-36.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -7.07% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,266 | $6,035-62.5% | $5,298-57.2% | $4,779-52.6% |
| Participant deferral / active EE | $3,290 | $5,806-43.3% | $5,081-35.2% | $5,609-41.3% |
| Admin fee / account holder | $1,523 | $16,145-90.6% | $13,411-88.6% | $10,828-85.9% |