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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 | $127,079 | $135,645-6.3% | $110,243+15.3% | $135,379-6.1% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.8%-37.0pp | 82.6%-39.8pp |
| Annual return | -3.74% | 513.24%-517.0pp | 314.76%-318.5pp | 519.79%-523.5pp |
| Employer contribution / active EE | $2,067 | $4,907-57.9% | $3,827-46.0% | $4,779-56.8% |
| Participant deferral / active EE | $2,630 | $5,507-52.2% | $4,672-43.7% | $5,609-53.1% |
| Admin fee / account holder | $10,265 | $11,458-10.4% | $8,548+20.1% | $10,828-5.2% |