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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 | $27,593 | $138,102-80.0% | $125,381-78.0% | $134,532-79.5% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -19.88% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,058 | $5,245-79.8% | $4,815-78.0% | $4,741-77.7% |
| Participant deferral / active EE | $4,320 | $7,801-44.6% | $7,448-42.0% | $6,401-32.5% |
| Admin fee / account holder | $965 | $11,568-91.7% | $10,007-90.4% | $11,429-91.6% |