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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 | $55,556 | $138,114-59.8% | $125,391-55.7% | $134,545-58.7% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -18.85% | 750.88%-769.7pp | 572.41%-591.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,824 | $5,246-65.2% | $4,816-62.1% | $4,742-61.5% |
| Participant deferral / active EE | $5,281 | $7,801-32.3% | $7,448-29.1% | $6,401-17.5% |
| Admin fee / account holder | $847 | $11,570-92.7% | $10,009-91.5% | $11,431-92.6% |