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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 | $114,778 | $82,630+38.9% | $64,105+79.0% | $125,389-8.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -2.96% | 1489.72%-1492.7pp | 791.24%-794.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $11,405 | $2,671+327.0% | $1,820+526.7% | $4,866+134.4% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,375 | $6,382-31.4% | $4,499-2.8% | $9,541-54.1% |