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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 | $32,796 | $138,078-76.2% | $125,363-73.8% | $134,509-75.6% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -20.08% | 750.49%-770.6pp | 572.15%-592.2pp | 418.13%-438.2pp |
| Employer contribution / active EE | $4,058 | $5,245-22.6% | $4,815-15.7% | $4,741-14.4% |
| Participant deferral / active EE | $10,991 | $7,800+40.9% | $7,447+47.6% | $6,400+71.7% |
| Admin fee / account holder | $12,060 | $11,566+4.3% | $10,005+20.5% | $11,427+5.5% |