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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 | $25,440 | $138,114-81.6% | $125,391-79.7% | $134,545-81.1% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -16.30% | 750.88%-767.2pp | 572.41%-588.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,320 | $5,246-74.8% | $4,816-72.6% | $4,742-72.2% |
| Participant deferral / active EE | $5,520 | $7,801-29.2% | $7,448-25.9% | $6,401-13.8% |
| Admin fee / account holder | $353 | $11,570-96.9% | $10,009-96.5% | $11,431-96.9% |