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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 | $23,639 | $138,102-82.9% | $125,381-81.1% | $134,532-82.4% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -8.66% | 750.73%-759.4pp | 572.31%-581.0pp | 418.27%-426.9pp |
| Employer contribution / active EE | $2,723 | $5,245-48.1% | $4,815-43.5% | $4,741-42.6% |
| Participant deferral / active EE | $5,446 | $7,801-30.2% | $7,448-26.9% | $6,401-14.9% |
| Admin fee / account holder | $1,612 | $11,568-86.1% | $10,007-83.9% | $11,429-85.9% |