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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 | $200,626 | $138,114+45.3% | $125,391+60.0% | $134,545+49.1% |
| Participation rate | 53.8% | 84.5%-30.7pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -4.85% | 750.88%-755.7pp | 572.41%-577.3pp | 418.37%-423.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,013 | $7,801-35.7% | $7,448-32.7% | $6,401-21.7% |
| Admin fee / account holder | $6,545 | $11,570-43.4% | $10,009-34.6% | $11,431-42.7% |