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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 | $37,357 | $135,645-72.5% | $110,243-66.1% | $135,380-72.4% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -7.58% | 513.24%-520.8pp | 314.76%-322.3pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,034 | $4,907-78.9% | $3,827-73.0% | $4,779-78.4% |
| Participant deferral / active EE | $2,868 | $5,507-47.9% | $4,672-38.6% | $5,609-48.9% |
| Admin fee / account holder | $892 | $11,458-92.2% | $8,548-89.6% | $10,828-91.8% |