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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 | $44,210 | $138,102-68.0% | $125,381-64.7% | $134,532-67.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.95% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $3,300 | $5,245-37.1% | $4,815-31.5% | $4,741-30.4% |
| Participant deferral / active EE | $10,628 | $7,801+36.2% | $7,448+42.7% | $6,401+66.0% |
| Admin fee / account holder | $4,448 | $11,568-61.5% | $10,007-55.6% | $11,429-61.1% |