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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 | $98,323 | $190,862-48.5% | $159,991-38.5% | $134,509-26.9% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.0%-23.4pp | 81.2%-26.7pp |
| Annual return | -14.34% | 552.59%-566.9pp | 408.82%-423.2pp | 418.13%-432.5pp |
| Employer contribution / active EE | $1,908 | $4,995-61.8% | $4,225-54.8% | $4,741-59.8% |
| Participant deferral / active EE | $5,618 | $6,924-18.9% | $6,183-9.1% | $6,400-12.2% |
| Admin fee / account holder | $741 | $10,495-92.9% | $8,715-91.5% | $11,427-93.5% |