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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 | $131,486 | $160,059-17.9% | $140,019-6.1% | $135,379-2.9% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.5%-42.0pp | 82.6%-37.2pp |
| Annual return | -8.74% | 911.44%-920.2pp | 651.15%-659.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $3,406 | $6,420-46.9% | $5,605-39.2% | $4,779-28.7% |
| Participant deferral / active EE | $7,549 | $7,641-1.2% | $6,927+9.0% | $5,609+34.6% |
| Admin fee / account holder | $975 | $13,328-92.7% | $10,705-90.9% | $10,828-91.0% |