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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 | $134,970 | $138,114-2.3% | $125,391+7.6% | $134,545+0.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -7.95% | 750.88%-758.8pp | 572.41%-580.4pp | 418.37%-426.3pp |
| Employer contribution / active EE | $3,429 | $5,246-34.6% | $4,816-28.8% | $4,742-27.7% |
| Participant deferral / active EE | $5,891 | $7,801-24.5% | $7,448-20.9% | $6,401-8.0% |
| Admin fee / account holder | $1,050 | $11,570-90.9% | $10,009-89.5% | $11,431-90.8% |