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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 | $67,012 | $138,102-51.5% | $125,381-46.6% | $134,532-50.2% |
| Participation rate | 46.7% | 84.5%-37.8pp | 82.4%-35.7pp | 81.2%-34.6pp |
| Annual return | -17.27% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $2,246 | $5,245-57.2% | $4,815-53.4% | $4,741-52.6% |
| Participant deferral / active EE | $5,355 | $7,801-31.4% | $7,448-28.1% | $6,401-16.3% |
| Admin fee / account holder | $945 | $11,568-91.8% | $10,007-90.6% | $11,429-91.7% |