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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 | $18,948 | $138,078-86.3% | $125,363-84.9% | $134,509-85.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.85% | 750.49%-767.3pp | 572.15%-589.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $1,845 | $5,245-64.8% | $4,815-61.7% | $4,741-61.1% |
| Participant deferral / active EE | $5,425 | $7,800-30.5% | $7,447-27.2% | $6,400-15.2% |
| Admin fee / account holder | $2,111 | $11,566-81.7% | $10,005-78.9% | $11,427-81.5% |