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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 | $80,889 | $180,462-55.2% | $154,111-47.5% | $135,379-40.2% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -8.29% | 888.17%-896.5pp | 735.18%-743.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,018 | $6,036-66.6% | $5,298-61.9% | $4,779-57.8% |
| Participant deferral / active EE | $4,129 | $5,806-28.9% | $5,081-18.7% | $5,609-26.4% |
| Admin fee / account holder | $2,526 | $16,145-84.4% | $13,411-81.2% | $10,828-76.7% |