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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 | $47,503 | $138,102-65.6% | $125,381-62.1% | $134,532-64.7% |
| Participation rate | 57.9% | 84.5%-26.6pp | 82.4%-24.5pp | 81.2%-23.3pp |
| Annual return | -17.25% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,513 | $5,245-71.1% | $4,815-68.6% | $4,741-68.1% |
| Participant deferral / active EE | $4,382 | $7,801-43.8% | $7,448-41.2% | $6,401-31.5% |
| Admin fee / account holder | $8,378 | $11,568-27.6% | $10,007-16.3% | $11,429-26.7% |