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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 | $27,181 | $138,078-80.3% | $125,363-78.3% | $134,509-79.8% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -16.52% | 750.49%-767.0pp | 572.15%-588.7pp | 418.13%-434.7pp |
| Employer contribution / active EE | $1,554 | $5,245-70.4% | $4,815-67.7% | $4,741-67.2% |
| Participant deferral / active EE | $4,753 | $7,800-39.1% | $7,447-36.2% | $6,400-25.7% |
| Admin fee / account holder | $3,181 | $11,566-72.5% | $10,005-68.2% | $11,427-72.2% |