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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 | $138,493 | $138,102+0.3% | $125,381+10.5% | $134,532+2.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.65% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-432.9pp |
| Employer contribution / active EE | $1,699 | $5,245-67.6% | $4,815-64.7% | $4,741-64.2% |
| Participant deferral / active EE | $7,631 | $7,801-2.2% | $7,448+2.5% | $6,401+19.2% |
| Admin fee / account holder | $3,611 | $11,568-68.8% | $10,007-63.9% | $11,429-68.4% |