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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 | $70,166 | $138,102-49.2% | $125,381-44.0% | $134,532-47.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -3.06% | 750.73%-753.8pp | 572.31%-575.4pp | 418.27%-421.3pp |
| Employer contribution / active EE | $1,239 | $5,245-76.4% | $4,815-74.3% | $4,741-73.9% |
| Participant deferral / active EE | $4,374 | $7,801-43.9% | $7,448-41.3% | $6,401-31.7% |
| Admin fee / account holder | $3,124 | $11,568-73.0% | $10,007-68.8% | $11,429-72.7% |