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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 | $43,462 | $160,059-72.8% | $140,019-69.0% | $135,380-67.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -7.06% | 911.48%-918.5pp | 651.17%-658.2pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,291 | $6,420-64.3% | $5,605-59.1% | $4,779-52.1% |
| Participant deferral / active EE | $6,245 | $7,641-18.3% | $6,927-9.8% | $5,609+11.3% |
| Admin fee / account holder | $1,833 | $13,328-86.3% | $10,705-82.9% | $10,828-83.1% |