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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 | $18,266 | $138,102-86.8% | $125,381-85.4% | $134,532-86.4% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -17.67% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,207 | $5,245-38.9% | $4,815-33.4% | $4,741-32.4% |
| Participant deferral / active EE | $5,061 | $7,801-35.1% | $7,448-32.0% | $6,401-20.9% |
| Admin fee / account holder | $1,881 | $11,568-83.7% | $10,007-81.2% | $11,429-83.5% |