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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 | $94,465 | $138,102-31.6% | $125,381-24.7% | $134,532-29.8% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -16.37% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,280 | $5,245-56.5% | $4,815-52.7% | $4,741-51.9% |
| Participant deferral / active EE | $8,667 | $7,801+11.1% | $7,448+16.4% | $6,401+35.4% |
| Admin fee / account holder | $457 | $11,568-96.0% | $10,007-95.4% | $11,429-96.0% |