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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 | $25,532 | $138,102-81.5% | $125,381-79.6% | $134,532-81.0% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -14.43% | 750.73%-765.2pp | 572.31%-586.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,550 | $5,245-70.4% | $4,815-67.8% | $4,741-67.3% |
| Participant deferral / active EE | $4,231 | $7,801-45.8% | $7,448-43.2% | $6,401-33.9% |
| Admin fee / account holder | $4,801 | $11,568-58.5% | $10,007-52.0% | $11,429-58.0% |