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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 | $73,736 | $138,114-46.6% | $125,391-41.2% | $134,545-45.2% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -10.63% | 750.88%-761.5pp | 572.41%-583.0pp | 418.37%-429.0pp |
| Employer contribution / active EE | $2,309 | $5,246-56.0% | $4,816-52.1% | $4,742-51.3% |
| Participant deferral / active EE | $4,189 | $7,801-46.3% | $7,448-43.8% | $6,401-34.6% |
| Admin fee / account holder | $591 | $11,570-94.9% | $10,009-94.1% | $11,431-94.8% |