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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 | $123,264 | $92,743+32.9% | $82,744+49.0% | $134,532-8.4% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -15.67% | 946.63%-962.3pp | 702.22%-717.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,688 | $4,802-44.0% | $4,395-38.8% | $6,401-58.0% |
| Admin fee / account holder | $6,299 | $5,977+5.4% | $5,325+18.3% | $11,429-44.9% |