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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 | $133,247 | $138,114-3.5% | $125,391+6.3% | $134,545-1.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.58% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $19,508 | $5,246+271.9% | $4,816+305.1% | $4,742+311.4% |
| Participant deferral / active EE | $25,794 | $7,801+230.6% | $7,448+246.3% | $6,401+302.9% |
| Admin fee / account holder | $684 | $11,570-94.1% | $10,009-93.2% | $11,431-94.0% |