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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 | $25,664 | $138,114-81.4% | $125,391-79.5% | $134,545-80.9% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -17.89% | 750.88%-768.8pp | 572.41%-590.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,499 | $5,246-71.4% | $4,816-68.9% | $4,742-68.4% |
| Participant deferral / active EE | $3,467 | $7,801-55.6% | $7,448-53.5% | $6,401-45.8% |
| Admin fee / account holder | $326 | $11,570-97.2% | $10,009-96.7% | $11,431-97.1% |