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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 | $20,004 | $138,102-85.5% | $125,381-84.0% | $134,532-85.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -10.97% | 750.73%-761.7pp | 572.31%-583.3pp | 418.27%-429.2pp |
| Employer contribution / active EE | $2,855 | $5,245-45.6% | $4,815-40.7% | $4,741-39.8% |
| Participant deferral / active EE | $6,184 | $7,801-20.7% | $7,448-17.0% | $6,401-3.4% |
| Admin fee / account holder | $1,930 | $11,568-83.3% | $10,007-80.7% | $11,429-83.1% |