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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 | $41,830 | $138,078-69.7% | $125,363-66.6% | $134,509-68.9% |
| Participation rate | 44.4% | 84.5%-40.0pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -17.78% | 750.49%-768.3pp | 572.15%-589.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $1,360 | $5,245-74.1% | $4,815-71.8% | $4,741-71.3% |
| Participant deferral / active EE | $3,583 | $7,800-54.1% | $7,447-51.9% | $6,400-44.0% |
| Admin fee / account holder | $517 | $11,566-95.5% | $10,005-94.8% | $11,427-95.5% |