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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 | $68,063 | $138,102-50.7% | $125,381-45.7% | $134,532-49.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.55% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,493 | $5,245-71.5% | $4,815-69.0% | $4,741-68.5% |
| Participant deferral / active EE | $9,579 | $7,801+22.8% | $7,448+28.6% | $6,401+49.7% |
| Admin fee / account holder | $1,741 | $11,568-85.0% | $10,007-82.6% | $11,429-84.8% |