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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 | $22,659 | $138,102-83.6% | $125,381-81.9% | $134,532-83.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.28% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,636 | $5,245-68.8% | $4,815-66.0% | $4,741-65.5% |
| Participant deferral / active EE | $5,029 | $7,801-35.5% | $7,448-32.5% | $6,401-21.4% |
| Admin fee / account holder | $1,418 | $11,568-87.7% | $10,007-85.8% | $11,429-87.6% |