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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 | $34,527 | $138,078-75.0% | $125,363-72.5% | $134,509-74.3% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -17.47% | 750.49%-768.0pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,490 | $5,245-52.5% | $4,815-48.3% | $4,741-47.5% |
| Participant deferral / active EE | $4,574 | $7,800-41.4% | $7,447-38.6% | $6,400-28.5% |
| Admin fee / account holder | $2,743 | $11,566-76.3% | $10,005-72.6% | $11,427-76.0% |