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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 | $18,053 | $90,606-80.1% | $79,466-77.3% | $135,379-86.7% |
| Participation rate | 21.4% | 76.0%-54.6pp | 73.3%-51.9pp | 82.6%-61.2pp |
| Annual return | -4.39% | 977.69%-982.1pp | 718.28%-722.7pp | 519.79%-524.2pp |
| Employer contribution / active EE | $1,700 | $3,068-44.6% | $2,800-39.3% | $4,779-64.4% |
| Participant deferral / active EE | $6,000 | $4,050+48.1% | $3,704+62.0% | $5,609+7.0% |
| Admin fee / account holder | $7,411 | $5,895+25.7% | $5,104+45.2% | $10,828-31.6% |