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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 | $105,628 | $138,114-23.5% | $125,391-15.8% | $134,545-21.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.62% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,659 | $5,246-49.3% | $4,816-44.8% | $4,742-43.9% |
| Participant deferral / active EE | $4,283 | $7,801-45.1% | $7,448-42.5% | $6,401-33.1% |
| Admin fee / account holder | $831 | $11,570-92.8% | $10,009-91.7% | $11,431-92.7% |