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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 | $149,026 | $138,114+7.9% | $125,391+18.8% | $134,545+10.8% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -15.27% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $2,440 | $5,246-53.5% | $4,816-49.3% | $4,742-48.5% |
| Participant deferral / active EE | $5,400 | $7,801-30.8% | $7,448-27.5% | $6,401-15.6% |
| Admin fee / account holder | $28,997 | $11,570+150.6% | $10,009+189.7% | $11,431+153.7% |