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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 | $80,752 | $138,102-41.5% | $125,381-35.6% | $134,532-40.0% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -19.03% | 750.73%-769.8pp | 572.31%-591.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,423 | $5,245-72.9% | $4,815-70.5% | $4,741-70.0% |
| Participant deferral / active EE | $4,743 | $7,801-39.2% | $7,448-36.3% | $6,401-25.9% |
| Admin fee / account holder | $11,731 | $11,568+1.4% | $10,007+17.2% | $11,429+2.6% |