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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 | $49,033 | $138,102-64.5% | $125,381-60.9% | $134,532-63.6% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -20.47% | 750.73%-771.2pp | 572.31%-592.8pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,097 | $5,245-60.0% | $4,815-56.5% | $4,741-55.8% |
| Participant deferral / active EE | $4,068 | $7,801-47.8% | $7,448-45.4% | $6,401-36.4% |
| Admin fee / account holder | $613 | $11,568-94.7% | $10,007-93.9% | $11,429-94.6% |