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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 | $59,016 | $190,879-69.1% | $160,009-63.1% | $134,532-56.1% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.0%-16.1pp | 81.2%-19.3pp |
| Annual return | -12.72% | 552.63%-565.3pp | 408.85%-421.6pp | 418.27%-431.0pp |
| Employer contribution / active EE | $3,156 | $4,995-36.8% | $4,225-25.3% | $4,741-33.4% |
| Participant deferral / active EE | $4,448 | $6,924-35.8% | $6,183-28.1% | $6,401-30.5% |
| Admin fee / account holder | $2,238 | $10,495-78.7% | $8,715-74.3% | $11,429-80.4% |