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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 | $67,791 | $190,879-64.5% | $160,009-57.6% | $134,532-49.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -12.74% | 552.63%-565.4pp | 408.85%-421.6pp | 418.27%-431.0pp |
| Employer contribution / active EE | $7,180 | $4,995+43.7% | $4,225+69.9% | $4,741+51.4% |
| Participant deferral / active EE | $9,972 | $6,924+44.0% | $6,183+61.3% | $6,401+55.8% |
| Admin fee / account holder | $2,016 | $10,495-80.8% | $8,715-76.9% | $11,429-82.4% |