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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 | $20,800 | $138,078-84.9% | $125,363-83.4% | $134,509-84.5% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -17.20% | 750.49%-767.7pp | 572.15%-589.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,202 | $5,245-58.0% | $4,815-54.3% | $4,741-53.6% |
| Participant deferral / active EE | $3,315 | $7,800-57.5% | $7,447-55.5% | $6,400-48.2% |
| Admin fee / account holder | $837 | $11,566-92.8% | $10,005-91.6% | $11,427-92.7% |