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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 | $34,036 | $190,862-82.2% | $159,991-78.7% | $134,509-74.7% |
| Participation rate | 47.1% | 82.0%-34.9pp | 78.0%-30.9pp | 81.2%-34.2pp |
| Annual return | -12.07% | 552.59%-564.7pp | 408.82%-420.9pp | 418.13%-430.2pp |
| Employer contribution / active EE | $1,454 | $4,995-70.9% | $4,225-65.6% | $4,741-69.3% |
| Participant deferral / active EE | $3,566 | $6,924-48.5% | $6,183-42.3% | $6,400-44.3% |
| Admin fee / account holder | $481 | $10,495-95.4% | $8,715-94.5% | $11,427-95.8% |