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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 | $84,381 | $138,114-38.9% | $125,391-32.7% | $134,545-37.3% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -11.23% | 750.88%-762.1pp | 572.41%-583.6pp | 418.37%-429.6pp |
| Employer contribution / active EE | $3,717 | $5,246-29.2% | $4,816-22.8% | $4,742-21.6% |
| Participant deferral / active EE | $7,320 | $7,801-6.2% | $7,448-1.7% | $6,401+14.4% |
| Admin fee / account holder | $729 | $11,570-93.7% | $10,009-92.7% | $11,431-93.6% |