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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 | $117,957 | $180,462-34.6% | $154,111-23.5% | $135,379-12.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.91% | 888.17%-896.1pp | 735.18%-743.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $2,480 | $6,036-58.9% | $5,298-53.2% | $4,779-48.1% |
| Participant deferral / active EE | $6,589 | $5,806+13.5% | $5,081+29.7% | $5,609+17.5% |
| Admin fee / account holder | $457 | $16,145-97.2% | $13,411-96.6% | $10,828-95.8% |