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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 | $133,706 | $180,462-25.9% | $154,111-13.2% | $135,379-1.2% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -6.08% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,748 | $6,036-71.0% | $5,298-67.0% | $4,779-63.4% |
| Participant deferral / active EE | $5,126 | $5,806-11.7% | $5,081+0.9% | $5,609-8.6% |
| Admin fee / account holder | $20,587 | $16,145+27.5% | $13,411+53.5% | $10,828+90.1% |