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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 | $48,672 | $190,879-74.5% | $160,009-69.6% | $134,532-63.8% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -17.50% | 552.63%-570.1pp | 408.85%-426.3pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,303 | $4,995-73.9% | $4,225-69.2% | $4,741-72.5% |
| Participant deferral / active EE | $5,348 | $6,924-22.8% | $6,183-13.5% | $6,401-16.4% |
| Admin fee / account holder | $2,455 | $10,495-76.6% | $8,715-71.8% | $11,429-78.5% |