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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 | $65,531 | $138,114-52.6% | $125,391-47.7% | $134,545-51.3% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -18.82% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,200 | $5,246-58.1% | $4,816-54.3% | $4,742-53.6% |
| Participant deferral / active EE | $7,266 | $7,801-6.9% | $7,448-2.5% | $6,401+13.5% |
| Admin fee / account holder | $1,352 | $11,570-88.3% | $10,009-86.5% | $11,431-88.2% |