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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 | $84,953 | $180,466-52.9% | $154,114-44.9% | $135,382-37.2% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -4.34% | 888.15%-892.5pp | 735.16%-739.5pp | 519.77%-524.1pp |
| Employer contribution / active EE | $1,483 | $6,035-75.4% | $5,298-72.0% | $4,779-69.0% |
| Participant deferral / active EE | $4,146 | $5,806-28.6% | $5,081-18.4% | $5,609-26.1% |
| Admin fee / account holder | $4,417 | $16,144-72.6% | $13,411-67.1% | $10,829-59.2% |