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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 | $35,372 | $138,102-74.4% | $125,381-71.8% | $134,532-73.7% |
| Participation rate | 39.1% | 84.5%-45.4pp | 82.4%-43.2pp | 81.2%-42.1pp |
| Annual return | -1.93% | 750.73%-752.7pp | 572.31%-574.2pp | 418.27%-420.2pp |
| Employer contribution / active EE | $1,466 | $5,245-72.1% | $4,815-69.6% | $4,741-69.1% |
| Participant deferral / active EE | $3,428 | $7,801-56.1% | $7,448-54.0% | $6,401-46.4% |
| Admin fee / account holder | $2,872 | $11,568-75.2% | $10,007-71.3% | $11,429-74.9% |