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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 | $38,035 | $138,114-72.5% | $125,391-69.7% | $134,545-71.7% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -14.98% | 750.88%-765.9pp | 572.41%-587.4pp | 418.37%-433.3pp |
| Employer contribution / active EE | $2,268 | $5,246-56.8% | $4,816-52.9% | $4,742-52.2% |
| Participant deferral / active EE | $6,887 | $7,801-11.7% | $7,448-7.5% | $6,401+7.6% |
| Admin fee / account holder | $1,168 | $11,570-89.9% | $10,009-88.3% | $11,431-89.8% |