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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 | $138,102-69.7% | $125,381-66.6% | $134,532-68.9% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -17.78% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,360 | $5,245-74.1% | $4,815-71.8% | $4,741-71.3% |
| Participant deferral / active EE | $3,583 | $7,801-54.1% | $7,448-51.9% | $6,401-44.0% |
| Admin fee / account holder | $517 | $11,568-95.5% | $10,007-94.8% | $11,429-95.5% |