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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 | $109,188 | $90,617+20.5% | $79,476+37.4% | $135,382-19.3% |
| Participation rate | 40.0% | 76.1%-36.1pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -5.11% | 977.57%-982.7pp | 718.21%-723.3pp | 519.77%-524.9pp |
| Employer contribution / active EE | $1,972 | $3,068-35.7% | $2,800-29.6% | $4,779-58.7% |
| Participant deferral / active EE | $2,469 | $4,050-39.0% | $3,704-33.3% | $5,609-56.0% |
| Admin fee / account holder | $4,154 | $5,907-29.7% | $5,113-18.8% | $10,829-61.6% |