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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 | $56,641 | $138,102-59.0% | $125,381-54.8% | $134,532-57.9% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -4.73% | 750.73%-755.5pp | 572.31%-577.0pp | 418.27%-423.0pp |
| Employer contribution / active EE | $1,373 | $5,245-73.8% | $4,815-71.5% | $4,741-71.0% |
| Participant deferral / active EE | $3,099 | $7,801-60.3% | $7,448-58.4% | $6,401-51.6% |
| Admin fee / account holder | $3,634 | $11,568-68.6% | $10,007-63.7% | $11,429-68.2% |