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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 | $91,086 | $160,059-43.1% | $140,019-34.9% | $135,379-32.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -1.36% | 911.44%-912.8pp | 651.15%-652.5pp | 519.79%-521.1pp |
| Employer contribution / active EE | $5,688 | $6,420-11.4% | $5,605+1.5% | $4,779+19.0% |
| Participant deferral / active EE | $8,546 | $7,641+11.8% | $6,927+23.4% | $5,609+52.4% |
| Admin fee / account holder | $28,242 | $13,328+111.9% | $10,705+163.8% | $10,828+160.8% |