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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 | $121,172 | $138,102-12.3% | $125,381-3.4% | $134,532-9.9% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -15.39% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $4,183 | $5,245-20.3% | $4,815-13.1% | $4,741-11.8% |
| Participant deferral / active EE | $7,169 | $7,801-8.1% | $7,448-3.7% | $6,401+12.0% |
| Admin fee / account holder | $1,504 | $11,568-87.0% | $10,007-85.0% | $11,429-86.8% |