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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 | $120,004 | $101,283+18.5% | $75,826+58.3% | $135,379-11.4% |
| Participation rate | 63.6% | 72.7%-9.1pp | 68.2%-4.6pp | 82.6%-19.0pp |
| Annual return | -2.42% | 3384.62%-3387.0pp | 1914.15%-1916.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $2,730 | $2,382+14.6% | $1,913+42.7% | $4,779-42.9% |
| Participant deferral / active EE | $6,499 | $3,469+87.3% | $2,862+127.0% | $5,609+15.9% |
| Admin fee / account holder | $37,813 | $6,539+478.3% | $4,726+700.1% | $10,828+249.2% |