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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 | $14,993 | $138,114-89.1% | $125,391-88.0% | $134,545-88.9% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -19.45% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,162 | $5,246-77.8% | $4,816-75.9% | $4,742-75.5% |
| Participant deferral / active EE | $2,645 | $7,801-66.1% | $7,448-64.5% | $6,401-58.7% |
| Admin fee / account holder | $419 | $11,570-96.4% | $10,009-95.8% | $11,431-96.3% |