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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 | $54,801 | $138,102-60.3% | $125,381-56.3% | $134,532-59.3% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | -20.22% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,533 | $5,245-70.8% | $4,815-68.2% | $4,741-67.7% |
| Participant deferral / active EE | $3,917 | $7,801-49.8% | $7,448-47.4% | $6,401-38.8% |
| Admin fee / account holder | $849 | $11,568-92.7% | $10,007-91.5% | $11,429-92.6% |