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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 | $60,759 | $138,114-56.0% | $125,391-51.5% | $134,545-54.8% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -7.06% | 750.88%-757.9pp | 572.41%-579.5pp | 418.37%-425.4pp |
| Employer contribution / active EE | $2,271 | $5,246-56.7% | $4,816-52.8% | $4,742-52.1% |
| Participant deferral / active EE | $8,526 | $7,801+9.3% | $7,448+14.5% | $6,401+33.2% |
| Admin fee / account holder | $756 | $11,570-93.5% | $10,009-92.4% | $11,431-93.4% |