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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 | $129,344 | $97,729+32.3% | $83,830+54.3% | $135,379-4.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -7.29% | 1287.52%-1294.8pp | 850.97%-858.3pp | 519.79%-527.1pp |
| Employer contribution / active EE | $1,714 | $4,222-59.4% | $3,631-52.8% | $4,779-64.1% |
| Participant deferral / active EE | $6,595 | $4,683+40.8% | $4,082+61.6% | $5,609+17.6% |
| Admin fee / account holder | $3,092 | $6,674-53.7% | $5,479-43.6% | $10,828-71.4% |