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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 | $24,918 | $138,078-82.0% | $125,363-80.1% | $134,509-81.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.68% | 750.49%-769.2pp | 572.15%-590.8pp | 418.13%-436.8pp |
| Employer contribution / active EE | $3,520 | $5,245-32.9% | $4,815-26.9% | $4,741-25.8% |
| Participant deferral / active EE | $5,442 | $7,800-30.2% | $7,447-26.9% | $6,400-15.0% |
| Admin fee / account holder | $904 | $11,566-92.2% | $10,005-91.0% | $11,427-92.1% |