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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 | $93,036 | $138,102-32.6% | $125,381-25.8% | $134,532-30.8% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -15.76% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,865 | $5,245-26.3% | $4,815-19.7% | $4,741-18.5% |
| Participant deferral / active EE | $9,254 | $7,801+18.6% | $7,448+24.3% | $6,401+44.6% |
| Admin fee / account holder | $398 | $11,568-96.6% | $10,007-96.0% | $11,429-96.5% |