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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 | $23,365 | $138,078-83.1% | $125,363-81.4% | $134,509-82.6% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | -10.41% | 750.49%-760.9pp | 572.15%-582.6pp | 418.13%-428.5pp |
| Employer contribution / active EE | $1,452 | $5,245-72.3% | $4,815-69.8% | $4,741-69.4% |
| Participant deferral / active EE | $2,980 | $7,800-61.8% | $7,447-60.0% | $6,400-53.4% |
| Admin fee / account holder | $1,569 | $11,566-86.4% | $10,005-84.3% | $11,427-86.3% |