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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 | $29,931 | $138,102-78.3% | $125,381-76.1% | $134,532-77.8% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -18.88% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $2,418 | $5,245-53.9% | $4,815-49.8% | $4,741-49.0% |
| Participant deferral / active EE | $4,911 | $7,801-37.0% | $7,448-34.1% | $6,401-23.3% |
| Admin fee / account holder | $555 | $11,568-95.2% | $10,007-94.5% | $11,429-95.1% |