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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 | $78,475 | $90,607-13.4% | $79,467-1.2% | $135,380-42.0% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -1.27% | 977.74%-979.0pp | 718.30%-719.6pp | 519.81%-521.1pp |
| Employer contribution / active EE | $678 | $3,068-77.9% | $2,800-75.8% | $4,779-85.8% |
| Participant deferral / active EE | $5,535 | $4,050+36.6% | $3,704+49.4% | $5,609-1.3% |
| Admin fee / account holder | $1,150 | $5,895-80.5% | $5,104-77.5% | $10,828-89.4% |