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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 | $44,494 | $180,466-75.3% | $154,114-71.1% | $135,382-67.1% |
| Participation rate | 46.2% | 87.4%-41.3pp | 83.0%-36.9pp | 82.6%-36.5pp |
| Annual return | -6.57% | 888.15%-894.7pp | 735.16%-741.7pp | 519.77%-526.3pp |
| Employer contribution / active EE | $1,569 | $6,035-74.0% | $5,298-70.4% | $4,779-67.2% |
| Participant deferral / active EE | $3,603 | $5,806-37.9% | $5,081-29.1% | $5,609-35.8% |
| Admin fee / account holder | $2,198 | $16,144-86.4% | $13,411-83.6% | $10,829-79.7% |