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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 | $88,251 | $104,106-15.2% | $71,086+24.1% | $135,382-34.8% |
| Participation rate | 46.2% | 65.7%-19.5pp | 54.7%-8.5pp | 82.6%-36.5pp |
| Annual return | -7.24% | 1256.30%-1263.5pp | 650.59%-657.8pp | 519.77%-527.0pp |
| Employer contribution / active EE | $624 | $1,485-57.9% | $1,088-42.6% | $4,779-86.9% |
| Participant deferral / active EE | $4,263 | $2,527+68.7% | $1,874+127.5% | $5,609-24.0% |
| Admin fee / account holder | $1,823 | $4,142-56.0% | $3,082-40.9% | $10,829-83.2% |