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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 | $38,216 | $180,462-78.8% | $154,111-75.2% | $135,379-71.8% |
| Participation rate | 45.5% | 87.4%-42.0pp | 83.0%-37.6pp | 82.6%-37.2pp |
| Annual return | -3.61% | 888.17%-891.8pp | 735.18%-738.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $1,809 | $6,036-70.0% | $5,298-65.8% | $4,779-62.1% |
| Participant deferral / active EE | $2,674 | $5,806-53.9% | $5,081-47.4% | $5,609-52.3% |
| Admin fee / account holder | $1,145 | $16,145-92.9% | $13,411-91.5% | $10,828-89.4% |