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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 | $62,488 | $138,102-54.8% | $125,381-50.2% | $134,532-53.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.54% | 750.73%-768.3pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $11,800 | $5,245+125.0% | $4,815+145.1% | $4,741+148.9% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $421 | $11,568-96.4% | $10,007-95.8% | $11,429-96.3% |