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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 | $84,007 | $180,462-53.4% | $154,111-45.5% | $135,379-37.9% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -7.50% | 888.17%-895.7pp | 735.18%-742.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $1,953 | $6,036-67.6% | $5,298-63.1% | $4,779-59.1% |
| Participant deferral / active EE | $5,257 | $5,806-9.5% | $5,081+3.5% | $5,609-6.3% |
| Admin fee / account holder | $2,187 | $16,145-86.5% | $13,411-83.7% | $10,828-79.8% |