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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 | $104,748 | $138,078-24.1% | $125,363-16.4% | $134,509-22.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.44% | 750.49%-764.9pp | 572.15%-586.6pp | 418.13%-432.6pp |
| Employer contribution / active EE | $1,124 | $5,245-78.6% | $4,815-76.7% | $4,741-76.3% |
| Participant deferral / active EE | $5,850 | $7,800-25.0% | $7,447-21.4% | $6,400-8.6% |
| Admin fee / account holder | $991 | $11,566-91.4% | $10,005-90.1% | $11,427-91.3% |