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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 | $39,024 | $138,102-71.7% | $125,381-68.9% | $134,532-71.0% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -14.78% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $2,862 | $5,245-45.4% | $4,815-40.6% | $4,741-39.6% |
| Participant deferral / active EE | $6,780 | $7,801-13.1% | $7,448-9.0% | $6,401+5.9% |
| Admin fee / account holder | $3,327 | $11,568-71.2% | $10,007-66.8% | $11,429-70.9% |