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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 | $92,781 | $99,668-6.9% | $86,451+7.3% | $134,545-31.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -16.77% | 6789.61%-6806.4pp | 4398.51%-4415.3pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,762 | $4,403-37.3% | $3,770-26.7% | $4,742-41.7% |
| Participant deferral / active EE | $9,355 | $7,249+29.1% | $6,953+34.6% | $6,401+46.2% |
| Admin fee / account holder | $21,613 | $8,377+158.0% | $6,734+220.9% | $11,431+89.1% |