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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 | $64,757 | $138,114-53.1% | $125,391-48.4% | $134,545-51.9% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -15.95% | 750.88%-766.8pp | 572.41%-588.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $10,637 | $5,246+102.8% | $4,816+120.9% | $4,742+124.3% |
| Participant deferral / active EE | $5,121 | $7,801-34.4% | $7,448-31.2% | $6,401-20.0% |
| Admin fee / account holder | $877 | $11,570-92.4% | $10,009-91.2% | $11,431-92.3% |