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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 | $50,827 | $138,102-63.2% | $125,381-59.5% | $134,532-62.2% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.0pp | 81.2%-27.9pp |
| Annual return | -16.14% | 750.73%-766.9pp | 572.31%-588.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,071 | $5,245-41.4% | $4,815-36.2% | $4,741-35.2% |
| Participant deferral / active EE | $6,863 | $7,801-12.0% | $7,448-7.8% | $6,401+7.2% |
| Admin fee / account holder | $9,907 | $11,568-14.4% | $10,007-1.0% | $11,429-13.3% |