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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 | $100,871 | $90,607+11.3% | $79,467+26.9% | $135,380-25.5% |
| Participation rate | 38.5% | 76.0%-37.6pp | 73.3%-34.9pp | 82.6%-44.2pp |
| Annual return | -6.94% | 977.74%-984.7pp | 718.30%-725.2pp | 519.81%-526.7pp |
| Employer contribution / active EE | $672 | $3,068-78.1% | $2,800-76.0% | $4,779-85.9% |
| Participant deferral / active EE | $1,591 | $4,050-60.7% | $3,704-57.0% | $5,609-71.6% |
| Admin fee / account holder | $533 | $5,895-91.0% | $5,104-89.6% | $10,828-95.1% |