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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 | $98,794 | $90,617+9.0% | $79,476+24.3% | $135,382-27.0% |
| Participation rate | 45.5% | 76.1%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | -5.21% | 977.57%-982.8pp | 718.21%-723.4pp | 519.77%-525.0pp |
| Employer contribution / active EE | $770 | $3,068-74.9% | $2,800-72.5% | $4,779-83.9% |
| Participant deferral / active EE | $4,742 | $4,050+17.1% | $3,704+28.0% | $5,609-15.5% |
| Admin fee / account holder | $1,261 | $5,907-78.7% | $5,113-75.3% | $10,829-88.4% |