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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 | $80,388 | $138,102-41.8% | $125,381-35.9% | $134,532-40.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.51% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $3,183 | $5,245-39.3% | $4,815-33.9% | $4,741-32.9% |
| Participant deferral / active EE | $7,398 | $7,801-5.2% | $7,448-0.7% | $6,401+15.6% |
| Admin fee / account holder | $1,378 | $11,568-88.1% | $10,007-86.2% | $11,429-87.9% |