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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 | $26,717 | $138,102-80.7% | $125,381-78.7% | $134,532-80.1% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -17.76% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,201 | $5,245-39.0% | $4,815-33.5% | $4,741-32.5% |
| Participant deferral / active EE | $7,728 | $7,801-0.9% | $7,448+3.8% | $6,401+20.7% |
| Admin fee / account holder | $9,253 | $11,568-20.0% | $10,007-7.5% | $11,429-19.0% |