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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 | $91,514 | $138,114-33.7% | $125,391-27.0% | $134,545-32.0% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -15.46% | 750.88%-766.3pp | 572.41%-587.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,424 | $5,246-72.9% | $4,816-70.4% | $4,742-70.0% |
| Participant deferral / active EE | $4,485 | $7,801-42.5% | $7,448-39.8% | $6,401-29.9% |
| Admin fee / account holder | $9,733 | $11,570-15.9% | $10,009-2.8% | $11,431-14.9% |