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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 | $29,659 | $138,114-78.5% | $125,391-76.3% | $134,545-78.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.58% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $3,269 | $5,246-37.7% | $4,816-32.1% | $4,742-31.1% |
| Participant deferral / active EE | $11,769 | $7,801+50.9% | $7,448+58.0% | $6,401+83.9% |
| Admin fee / account holder | $490 | $11,570-95.8% | $10,009-95.1% | $11,431-95.7% |