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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 | $130,847 | $138,078-5.2% | $125,363+4.4% | $134,509-2.7% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -15.61% | 750.49%-766.1pp | 572.15%-587.8pp | 418.13%-433.7pp |
| Employer contribution / active EE | $1,434 | $5,245-72.7% | $4,815-70.2% | $4,741-69.8% |
| Participant deferral / active EE | $3,267 | $7,800-58.1% | $7,447-56.1% | $6,400-49.0% |
| Admin fee / account holder | $1,438 | $11,566-87.6% | $10,005-85.6% | $11,427-87.4% |