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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 | $34,593 | $138,114-75.0% | $125,391-72.4% | $134,545-74.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.62% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,365 | $5,246-74.0% | $4,816-71.7% | $4,742-71.2% |
| Participant deferral / active EE | $4,465 | $7,801-42.8% | $7,448-40.1% | $6,401-30.2% |
| Admin fee / account holder | $426 | $11,570-96.3% | $10,009-95.7% | $11,431-96.3% |