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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 | $36,919 | $168,636-78.1% | $147,618-75.0% | $125,388-70.6% |
| Participation rate | 64.7% | 88.8%-24.1pp | 84.6%-19.9pp | 83.2%-18.5pp |
| Annual return | -1.47% | 77.65%-79.1pp | 61.98%-63.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,557 | $6,252-75.1% | $5,565-72.0% | $4,866-68.0% |
| Participant deferral / active EE | $3,401 | $5,507-38.2% | $4,895-30.5% | $5,352-36.4% |
| Admin fee / account holder | $6,860 | $13,580-49.5% | $11,612-40.9% | $9,541-28.1% |