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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 | $22,917 | $138,114-83.4% | $125,391-81.7% | $134,545-83.0% |
| Participation rate | 69.6% | 84.5%-14.9pp | 82.4%-12.8pp | 81.2%-11.7pp |
| Annual return | -17.76% | 750.88%-768.6pp | 572.41%-590.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,850 | $5,246-64.7% | $4,816-61.6% | $4,742-61.0% |
| Participant deferral / active EE | $3,927 | $7,801-49.7% | $7,448-47.3% | $6,401-38.7% |
| Admin fee / account holder | $1,099 | $11,570-90.5% | $10,009-89.0% | $11,431-90.4% |