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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 | $27,157 | $138,078-80.3% | $125,363-78.3% | $134,509-79.8% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -5.01% | 750.49%-755.5pp | 572.15%-577.2pp | 418.13%-423.1pp |
| Employer contribution / active EE | $3,370 | $5,245-35.7% | $4,815-30.0% | $4,741-28.9% |
| Participant deferral / active EE | $2,867 | $7,800-63.2% | $7,447-61.5% | $6,400-55.2% |
| Admin fee / account holder | $8,710 | $11,566-24.7% | $10,005-12.9% | $11,427-23.8% |