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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 | $50,668 | $138,102-63.3% | $125,381-59.6% | $134,532-62.3% |
| Participation rate | 14.3% | 84.5%-70.2pp | 82.4%-68.1pp | 81.2%-66.9pp |
| Annual return | -19.54% | 750.73%-770.3pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $3,323 | $5,245-36.6% | $4,815-31.0% | $4,741-29.9% |
| Participant deferral / active EE | $8,888 | $7,801+13.9% | $7,448+19.3% | $6,401+38.8% |
| Admin fee / account holder | $1,365 | $11,568-88.2% | $10,007-86.4% | $11,429-88.1% |