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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 | $118,949 | $92,684+28.3% | $82,706+43.8% | $134,509-11.6% |
| Participation rate | 68.8% | 75.2%-6.4pp | 72.6%-3.8pp | 81.2%-12.5pp |
| Annual return | -16.83% | 945.84%-962.7pp | 701.76%-718.6pp | 418.13%-435.0pp |
| Employer contribution / active EE | $2,118 | $3,272-35.3% | $3,007-29.6% | $4,741-55.3% |
| Participant deferral / active EE | $5,667 | $4,800+18.1% | $4,394+29.0% | $6,400-11.5% |
| Admin fee / account holder | $2,459 | $5,982-58.9% | $5,329-53.9% | $11,427-78.5% |