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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 | $103,303 | $92,766+11.4% | $82,763+24.8% | $134,545-23.2% |
| Participation rate | 54.2% | 75.2%-21.0pp | 72.6%-18.4pp | 81.2%-27.1pp |
| Annual return | -20.50% | 946.97%-967.5pp | 702.45%-722.9pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,193 | $3,273-63.6% | $3,008-60.3% | $4,742-74.8% |
| Participant deferral / active EE | $2,836 | $4,802-41.0% | $4,395-35.5% | $6,401-55.7% |
| Admin fee / account holder | $3,779 | $5,978-36.8% | $5,325-29.0% | $11,431-66.9% |