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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 | $123,596 | $138,114-10.5% | $125,391-1.4% | $134,545-8.1% |
| Participation rate | 38.9% | 84.5%-45.6pp | 82.4%-43.5pp | 81.2%-42.3pp |
| Annual return | -16.51% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,402 | $5,246-54.2% | $4,816-50.1% | $4,742-49.3% |
| Participant deferral / active EE | $4,345 | $7,801-44.3% | $7,448-41.7% | $6,401-32.1% |
| Admin fee / account holder | $5,693 | $11,570-50.8% | $10,009-43.1% | $11,431-50.2% |