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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 | $109,808 | $97,732+12.4% | $83,831+31.0% | $135,380-18.9% |
| Participation rate | 52.9% | 80.0%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -2.08% | 1287.56%-1289.6pp | 850.99%-853.1pp | 519.81%-521.9pp |
| Employer contribution / active EE | $1,189 | $4,222-71.8% | $3,631-67.3% | $4,779-75.1% |
| Participant deferral / active EE | $2,334 | $4,683-50.2% | $4,082-42.8% | $5,609-58.4% |
| Admin fee / account holder | $962 | $6,675-85.6% | $5,479-82.4% | $10,828-91.1% |