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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 | $69,860 | $97,761-28.5% | $83,850-16.7% | $135,382-48.4% |
| Participation rate | 52.4% | 80.0%-27.6pp | 76.1%-23.8pp | 82.6%-30.3pp |
| Annual return | -9.17% | 1287.44%-1296.6pp | 850.92%-860.1pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,308 | $4,222-69.0% | $3,631-64.0% | $4,779-72.6% |
| Participant deferral / active EE | $3,660 | $4,682-21.8% | $4,082-10.3% | $5,609-34.7% |
| Admin fee / account holder | $1,028 | $6,674-84.6% | $5,478-81.2% | $10,829-90.5% |