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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 | $120,250 | $138,114-12.9% | $125,391-4.1% | $134,545-10.6% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -17.03% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,024 | $5,246-80.5% | $4,816-78.7% | $4,742-78.4% |
| Participant deferral / active EE | $5,444 | $7,801-30.2% | $7,448-26.9% | $6,401-15.0% |
| Admin fee / account holder | $532 | $11,570-95.4% | $10,009-94.7% | $11,431-95.3% |