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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 | $21,994 | $138,102-84.1% | $125,381-82.5% | $134,532-83.7% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -19.52% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $2,724 | $5,245-48.1% | $4,815-43.4% | $4,741-42.5% |
| Participant deferral / active EE | $9,109 | $7,801+16.8% | $7,448+22.3% | $6,401+42.3% |
| Admin fee / account holder | $11,536 | $11,568-0.3% | $10,007+15.3% | $11,429+0.9% |