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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 | $42,792 | $138,114-69.0% | $125,391-65.9% | $134,545-68.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.09% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,163 | $5,246-58.8% | $4,816-55.1% | $4,742-54.4% |
| Participant deferral / active EE | $5,233 | $7,801-32.9% | $7,448-29.7% | $6,401-18.3% |
| Admin fee / account holder | $1,027 | $11,570-91.1% | $10,009-89.7% | $11,431-91.0% |