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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 | $85,513 | $138,102-38.1% | $125,381-31.8% | $134,532-36.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -0.03% | 750.73%-750.8pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,767 | $5,245-47.3% | $4,815-42.5% | $4,741-41.6% |
| Participant deferral / active EE | $5,426 | $7,801-30.4% | $7,448-27.1% | $6,401-15.2% |
| Admin fee / account holder | $1,330 | $11,568-88.5% | $10,007-86.7% | $11,429-88.4% |