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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 | $92,910 | $84,684+9.7% | $73,835+25.8% | $125,388-25.9% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | -0.59% | 3123.93%-3124.5pp | 2268.13%-2268.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,447 | $3,123-21.6% | $2,788-12.2% | $4,866-49.7% |
| Participant deferral / active EE | $4,625 | $3,993+15.8% | $3,583+29.1% | $5,352-13.6% |
| Admin fee / account holder | $965 | $5,691-83.0% | $4,880-80.2% | $9,541-89.9% |