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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 | $37,192 | $138,078-73.1% | $125,363-70.3% | $134,509-72.4% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -18.94% | 750.49%-769.4pp | 572.15%-591.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $2,790 | $5,245-46.8% | $4,815-42.0% | $4,741-41.1% |
| Participant deferral / active EE | $7,142 | $7,800-8.4% | $7,447-4.1% | $6,400+11.6% |
| Admin fee / account holder | $4,147 | $11,566-64.1% | $10,005-58.6% | $11,427-63.7% |