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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 | $24,241 | $138,078-82.4% | $125,363-80.7% | $134,509-82.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.00% | 750.49%-768.5pp | 572.15%-590.1pp | 418.13%-436.1pp |
| Employer contribution / active EE | $3,247 | $5,245-38.1% | $4,815-32.6% | $4,741-31.5% |
| Participant deferral / active EE | $7,617 | $7,800-2.3% | $7,447+2.3% | $6,400+19.0% |
| Admin fee / account holder | $2,501 | $11,566-78.4% | $10,005-75.0% | $11,427-78.1% |