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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 | $58,295 | $138,102-57.8% | $125,381-53.5% | $134,532-56.7% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -19.93% | 750.73%-770.7pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $2,423 | $5,245-53.8% | $4,815-49.7% | $4,741-48.9% |
| Participant deferral / active EE | $10,093 | $7,801+29.4% | $7,448+35.5% | $6,401+57.7% |
| Admin fee / account holder | $1,815 | $11,568-84.3% | $10,007-81.9% | $11,429-84.1% |