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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 | $36,821 | $138,078-73.3% | $125,363-70.6% | $134,509-72.6% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -18.69% | 750.49%-769.2pp | 572.15%-590.8pp | 418.13%-436.8pp |
| Employer contribution / active EE | $1,971 | $5,245-62.4% | $4,815-59.1% | $4,741-58.4% |
| Participant deferral / active EE | $3,825 | $7,800-51.0% | $7,447-48.6% | $6,400-40.2% |
| Admin fee / account holder | $5,917 | $11,566-48.8% | $10,005-40.9% | $11,427-48.2% |