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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 | $33,142 | $190,916-82.6% | $160,037-79.3% | $134,545-75.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -17.35% | 552.79%-570.1pp | 408.95%-426.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,012 | $4,996-79.7% | $4,226-76.0% | $4,742-78.7% |
| Participant deferral / active EE | $1,622 | $6,925-76.6% | $6,184-73.8% | $6,401-74.7% |
| Admin fee / account holder | $3,794 | $10,497-63.9% | $8,716-56.5% | $11,431-66.8% |