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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 | $77,073 | $160,059-51.8% | $140,019-45.0% | $135,380-43.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -8.06% | 911.48%-919.5pp | 651.17%-659.2pp | 519.81%-527.9pp |
| Employer contribution / active EE | $1,884 | $6,420-70.6% | $5,605-66.4% | $4,779-60.6% |
| Participant deferral / active EE | $5,749 | $7,641-24.8% | $6,927-17.0% | $5,609+2.5% |
| Admin fee / account holder | $1,858 | $13,328-86.1% | $10,705-82.6% | $10,828-82.8% |