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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 | $99,722 | $138,102-27.8% | $125,381-20.5% | $134,532-25.9% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -19.90% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,936 | $7,801-62.4% | $7,448-60.6% | $6,401-54.1% |
| Admin fee / account holder | $996 | $11,568-91.4% | $10,007-90.0% | $11,429-91.3% |