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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 | $15,484 | $138,114-88.8% | $125,391-87.7% | $134,545-88.5% |
| Participation rate | 53.8% | 84.5%-30.7pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -9.74% | 750.88%-760.6pp | 572.41%-582.2pp | 418.37%-428.1pp |
| Employer contribution / active EE | $1,424 | $5,246-72.9% | $4,816-70.4% | $4,742-70.0% |
| Participant deferral / active EE | $5,317 | $7,801-31.8% | $7,448-28.6% | $6,401-16.9% |
| Admin fee / account holder | $414 | $11,570-96.4% | $10,009-95.9% | $11,431-96.4% |