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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 | $42,227 | $138,102-69.4% | $125,381-66.3% | $134,532-68.6% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -4.53% | 750.73%-755.3pp | 572.31%-576.8pp | 418.27%-422.8pp |
| Employer contribution / active EE | $3,793 | $5,245-27.7% | $4,815-21.2% | $4,741-20.0% |
| Participant deferral / active EE | $10,727 | $7,801+37.5% | $7,448+44.0% | $6,401+67.6% |
| Admin fee / account holder | $14,805 | $11,568+28.0% | $10,007+47.9% | $11,429+29.5% |