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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 | $121,177 | $160,059-24.3% | $140,019-13.5% | $135,379-10.5% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -6.21% | 911.44%-917.7pp | 651.15%-657.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $3,834 | $6,420-40.3% | $5,605-31.6% | $4,779-19.8% |
| Participant deferral / active EE | $3,834 | $7,641-49.8% | $6,927-44.6% | $5,609-31.6% |
| Admin fee / account holder | $33,083 | $13,328+148.2% | $10,705+209.0% | $10,828+205.5% |