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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 | $33,176 | $138,078-76.0% | $125,363-73.5% | $134,509-75.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.27% | 750.49%-770.8pp | 572.15%-592.4pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,884 | $5,245-64.1% | $4,815-60.9% | $4,741-60.2% |
| Participant deferral / active EE | $7,158 | $7,800-8.2% | $7,447-3.9% | $6,400+11.8% |
| Admin fee / account holder | $362 | $11,566-96.9% | $10,005-96.4% | $11,427-96.8% |