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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 | $117,894 | $97,732+20.6% | $83,831+40.6% | $135,380-12.9% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -9.10% | 1287.56%-1296.7pp | 850.99%-860.1pp | 519.81%-528.9pp |
| Employer contribution / active EE | $2,786 | $4,222-34.0% | $3,631-23.3% | $4,779-41.7% |
| Participant deferral / active EE | $6,170 | $4,683+31.8% | $4,082+51.2% | $5,609+10.0% |
| Admin fee / account holder | $1,986 | $6,675-70.2% | $5,479-63.7% | $10,828-81.7% |