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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 | $108,493 | $138,068-21.4% | $125,358-13.5% | $134,493-19.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -13.02% | 750.30%-763.3pp | 572.03%-585.0pp | 418.01%-431.0pp |
| Employer contribution / active EE | $2,302 | $5,244-56.1% | $4,814-52.2% | $4,740-51.4% |
| Participant deferral / active EE | $5,796 | $7,799-25.7% | $7,447-22.2% | $6,400-9.4% |
| Admin fee / account holder | $2,319 | $11,568-80.0% | $10,007-76.8% | $11,425-79.7% |