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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 | $78,310 | $82,630-5.2% | $64,105+22.2% | $125,393-37.5% |
| Participation rate | 63.6% | 75.9%-12.2pp | 68.2%-4.5pp | 83.2%-19.6pp |
| Annual return | -2.77% | 1489.72%-1492.5pp | 791.24%-794.0pp | 282.23%-285.0pp |
| Employer contribution / active EE | $2,002 | $2,671-25.0% | $1,820+10.0% | $4,866-58.9% |
| Participant deferral / active EE | $4,215 | $3,608+16.8% | $2,822+49.4% | $5,351-21.2% |
| Admin fee / account holder | $1,809 | $6,382-71.7% | $4,499-59.8% | $9,541-81.0% |