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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 | $61,474 | $138,102-55.5% | $125,381-51.0% | $134,532-54.3% |
| Participation rate | 60.9% | 84.5%-23.6pp | 82.4%-21.5pp | 81.2%-20.4pp |
| Annual return | -18.75% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,145 | $5,245-59.1% | $4,815-55.4% | $4,741-54.8% |
| Participant deferral / active EE | $4,617 | $7,801-40.8% | $7,448-38.0% | $6,401-27.9% |
| Admin fee / account holder | $6,800 | $11,568-41.2% | $10,007-32.0% | $11,429-40.5% |