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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 | $23,905 | $138,078-82.7% | $125,363-80.9% | $134,509-82.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.26% | 750.49%-769.8pp | 572.15%-591.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $2,026 | $5,245-61.4% | $4,815-57.9% | $4,741-57.3% |
| Participant deferral / active EE | $7,475 | $7,800-4.2% | $7,447+0.4% | $6,400+16.8% |
| Admin fee / account holder | $1,198 | $11,566-89.6% | $10,005-88.0% | $11,427-89.5% |