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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 | $98,223 | $90,606+8.4% | $79,466+23.6% | $135,379-27.4% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -8.15% | 977.69%-985.8pp | 718.28%-726.4pp | 519.79%-527.9pp |
| Employer contribution / active EE | $5,317 | $3,068+73.3% | $2,800+89.9% | $4,779+11.3% |
| Participant deferral / active EE | $7,361 | $4,050+81.7% | $3,704+98.7% | $5,609+31.2% |
| Admin fee / account holder | $2,154 | $5,895-63.5% | $5,104-57.8% | $10,828-80.1% |