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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 | $82,379 | $138,078-40.3% | $125,363-34.3% | $134,509-38.8% |
| Participation rate | 46.7% | 84.5%-37.8pp | 82.4%-35.7pp | 81.2%-34.6pp |
| Annual return | -4.60% | 750.49%-755.1pp | 572.15%-576.7pp | 418.13%-422.7pp |
| Employer contribution / active EE | $1,306 | $5,245-75.1% | $4,815-72.9% | $4,741-72.4% |
| Participant deferral / active EE | $3,921 | $7,800-49.7% | $7,447-47.3% | $6,400-38.7% |
| Admin fee / account holder | $494 | $11,566-95.7% | $10,005-95.1% | $11,427-95.7% |