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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 | $123,165 | $138,078-10.8% | $125,363-1.8% | $134,509-8.4% |
| Participation rate | 38.5% | 84.5%-46.0pp | 82.4%-43.9pp | 81.2%-42.8pp |
| Annual return | -7.41% | 750.49%-757.9pp | 572.15%-579.6pp | 418.13%-425.5pp |
| Employer contribution / active EE | $1,086 | $5,245-79.3% | $4,815-77.5% | $4,741-77.1% |
| Participant deferral / active EE | $4,645 | $7,800-40.4% | $7,447-37.6% | $6,400-27.4% |
| Admin fee / account holder | $2,138 | $11,566-81.5% | $10,005-78.6% | $11,427-81.3% |