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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 | $82,544 | $97,761-15.6% | $83,850-1.6% | $135,382-39.0% |
| Participation rate | 63.2% | 80.0%-16.8pp | 76.1%-13.0pp | 82.6%-19.5pp |
| Annual return | -7.24% | 1287.44%-1294.7pp | 850.92%-858.2pp | 519.77%-527.0pp |
| Employer contribution / active EE | $2,127 | $4,222-49.6% | $3,631-41.4% | $4,779-55.5% |
| Participant deferral / active EE | $2,127 | $4,682-54.6% | $4,082-47.9% | $5,609-62.1% |
| Admin fee / account holder | $1,542 | $6,674-76.9% | $5,478-71.8% | $10,829-85.8% |