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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 | $47,448 | $138,102-65.6% | $125,381-62.2% | $134,532-64.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -10.09% | 750.73%-760.8pp | 572.31%-582.4pp | 418.27%-428.4pp |
| Employer contribution / active EE | $1,626 | $5,245-69.0% | $4,815-66.2% | $4,741-65.7% |
| Participant deferral / active EE | $6,399 | $7,801-18.0% | $7,448-14.1% | $6,4010% |
| Admin fee / account holder | $415 | $11,568-96.4% | $10,007-95.9% | $11,429-96.4% |