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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 | $117,372 | $97,729+20.1% | $83,830+40.0% | $135,379-13.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -3.49% | 1287.52%-1291.0pp | 850.97%-854.5pp | 519.79%-523.3pp |
| Employer contribution / active EE | $1,554 | $4,222-63.2% | $3,631-57.2% | $4,779-67.5% |
| Participant deferral / active EE | $2,379 | $4,683-49.2% | $4,082-41.7% | $5,609-57.6% |
| Admin fee / account holder | $2,542 | $6,674-61.9% | $5,479-53.6% | $10,828-76.5% |