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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 | $92,791 | $138,078-32.8% | $125,363-26.0% | $134,509-31.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.15% | 750.49%-768.6pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $1,297 | $5,245-75.3% | $4,815-73.1% | $4,741-72.6% |
| Participant deferral / active EE | $4,894 | $7,800-37.3% | $7,447-34.3% | $6,400-23.5% |
| Admin fee / account holder | $1,205 | $11,566-89.6% | $10,005-88.0% | $11,427-89.5% |