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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 | $131,155 | $180,459-27.3% | $154,108-14.9% | $135,380-3.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -7.19% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $3,080 | $6,035-49.0% | $5,298-41.9% | $4,779-35.5% |
| Participant deferral / active EE | $7,250 | $5,806+24.9% | $5,081+42.7% | $5,609+29.3% |
| Admin fee / account holder | $625 | $16,145-96.1% | $13,411-95.3% | $10,828-94.2% |