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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 | $48,454 | $138,102-64.9% | $125,381-61.4% | $134,532-64.0% |
| Participation rate | 60.9% | 84.5%-23.6pp | 82.4%-21.5pp | 81.2%-20.4pp |
| Annual return | -20.10% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,978 | $5,245-62.3% | $4,815-58.9% | $4,741-58.3% |
| Participant deferral / active EE | $5,201 | $7,801-33.3% | $7,448-30.2% | $6,401-18.7% |
| Admin fee / account holder | $2,737 | $11,568-76.3% | $10,007-72.7% | $11,429-76.1% |