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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 | $77,624 | $138,102-43.8% | $125,381-38.1% | $134,532-42.3% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -20.39% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,839 | $5,245-64.9% | $4,815-61.8% | $4,741-61.2% |
| Participant deferral / active EE | $3,383 | $7,801-56.6% | $7,448-54.6% | $6,401-47.2% |
| Admin fee / account holder | $636 | $11,568-94.5% | $10,007-93.6% | $11,429-94.4% |