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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 | $16,376 | $190,862-91.4% | $159,991-89.8% | $134,509-87.8% |
| Participation rate | 61.9% | 82.0%-20.0pp | 78.0%-16.1pp | 81.2%-19.3pp |
| Annual return | -0.61% | 552.59%-553.2pp | 408.82%-409.4pp | 418.13%-418.7pp |
| Employer contribution / active EE | $723 | $4,995-85.5% | $4,225-82.9% | $4,741-84.8% |
| Participant deferral / active EE | $6,062 | $6,924-12.4% | $6,183-1.9% | $6,400-5.3% |
| Admin fee / account holder | $3,213 | $10,495-69.4% | $8,715-63.1% | $11,427-71.9% |