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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 | $132,768 | $90,607+46.5% | $79,467+67.1% | $135,380-1.9% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -0.60% | 977.74%-978.3pp | 718.30%-718.9pp | 519.81%-520.4pp |
| Employer contribution / active EE | $1,483 | $3,068-51.7% | $2,800-47.1% | $4,779-69.0% |
| Participant deferral / active EE | $2,684 | $4,050-33.7% | $3,704-27.5% | $5,609-52.2% |
| Admin fee / account holder | $3,588 | $5,895-39.1% | $5,104-29.7% | $10,828-66.9% |