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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 | $92,162 | $160,059-42.4% | $140,019-34.2% | $135,379-31.9% |
| Participation rate | 61.9% | 88.5%-26.6pp | 87.5%-25.6pp | 82.6%-20.7pp |
| Annual return | -6.80% | 911.44%-918.2pp | 651.15%-657.9pp | 519.79%-526.6pp |
| Employer contribution / active EE | $2,936 | $6,420-54.3% | $5,605-47.6% | $4,779-38.6% |
| Participant deferral / active EE | $5,270 | $7,641-31.0% | $6,927-23.9% | $5,609-6.0% |
| Admin fee / account holder | $2,212 | $13,328-83.4% | $10,705-79.3% | $10,828-79.6% |