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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 | $106,122 | $90,607+17.1% | $79,467+33.5% | $135,380-21.6% |
| Participation rate | 45.5% | 76.0%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | -3.38% | 977.74%-981.1pp | 718.30%-721.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $629 | $3,068-79.5% | $2,800-77.5% | $4,779-86.8% |
| Participant deferral / active EE | $3,209 | $4,050-20.8% | $3,704-13.4% | $5,609-42.8% |
| Admin fee / account holder | $2,555 | $5,895-56.7% | $5,104-49.9% | $10,828-76.4% |