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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 | $21,210 | $138,102-84.6% | $125,381-83.1% | $134,532-84.2% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -18.16% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,729 | $5,245-48.0% | $4,815-43.3% | $4,741-42.4% |
| Participant deferral / active EE | $5,943 | $7,801-23.8% | $7,448-20.2% | $6,401-7.2% |
| Admin fee / account holder | $2,682 | $11,568-76.8% | $10,007-73.2% | $11,429-76.5% |