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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 | $19,747 | $138,078-85.7% | $125,363-84.2% | $134,509-85.3% |
| Participation rate | 47.4% | 84.5%-37.1pp | 82.4%-35.0pp | 81.2%-33.9pp |
| Annual return | -19.29% | 750.49%-769.8pp | 572.15%-591.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,378 | $5,245-73.7% | $4,815-71.4% | $4,741-70.9% |
| Participant deferral / active EE | $3,925 | $7,800-49.7% | $7,447-47.3% | $6,400-38.7% |
| Admin fee / account holder | $828 | $11,566-92.8% | $10,005-91.7% | $11,427-92.8% |