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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 | $108,639 | $138,114-21.3% | $125,391-13.4% | $134,545-19.3% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -17.77% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,452 | $5,246-72.3% | $4,816-69.8% | $4,742-69.4% |
| Participant deferral / active EE | $5,410 | $7,801-30.7% | $7,448-27.4% | $6,401-15.5% |
| Admin fee / account holder | $2,696 | $11,570-76.7% | $10,009-73.1% | $11,431-76.4% |