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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 | $16,262 | $138,102-88.2% | $125,381-87.0% | $134,532-87.9% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -11.43% | 750.73%-762.2pp | 572.31%-583.7pp | 418.27%-429.7pp |
| Employer contribution / active EE | $1,948 | $5,245-62.9% | $4,815-59.6% | $4,741-58.9% |
| Participant deferral / active EE | $4,414 | $7,801-43.4% | $7,448-40.7% | $6,401-31.0% |
| Admin fee / account holder | $17,109 | $11,568+47.9% | $10,007+71.0% | $11,429+49.7% |