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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 | $108,171 | $138,114-21.7% | $125,391-13.7% | $134,545-19.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.77% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $7,687 | $5,246+46.5% | $4,816+59.6% | $4,742+62.1% |
| Participant deferral / active EE | $11,802 | $7,801+51.3% | $7,448+58.4% | $6,401+84.4% |
| Admin fee / account holder | $2,334 | $11,570-79.8% | $10,009-76.7% | $11,431-79.6% |