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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 | $103,319 | $138,078-25.2% | $125,363-17.6% | $134,509-23.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -13.00% | 750.49%-763.5pp | 572.15%-585.1pp | 418.13%-431.1pp |
| Employer contribution / active EE | $2,166 | $5,245-58.7% | $4,815-55.0% | $4,741-54.3% |
| Participant deferral / active EE | $5,229 | $7,800-33.0% | $7,447-29.8% | $6,400-18.3% |
| Admin fee / account holder | $3,883 | $11,566-66.4% | $10,005-61.2% | $11,427-66.0% |