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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 | $121,094 | $90,607+33.6% | $79,467+52.4% | $135,380-10.6% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -3.79% | 977.74%-981.5pp | 718.30%-722.1pp | 519.81%-523.6pp |
| Employer contribution / active EE | $786 | $3,068-74.4% | $2,800-71.9% | $4,779-83.6% |
| Participant deferral / active EE | $2,703 | $4,050-33.3% | $3,704-27.0% | $5,609-51.8% |
| Admin fee / account holder | $591 | $5,895-90.0% | $5,104-88.4% | $10,828-94.5% |