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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 | $62,077 | $138,102-55.0% | $125,381-50.5% | $134,532-53.9% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -17.44% | 750.73%-768.2pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,993 | $5,245-42.9% | $4,815-37.9% | $4,741-36.9% |
| Participant deferral / active EE | $8,558 | $7,801+9.7% | $7,448+14.9% | $6,401+33.7% |
| Admin fee / account holder | $386 | $11,568-96.7% | $10,007-96.1% | $11,429-96.6% |