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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 | $165,617 | $92,684+78.7% | $82,706+100.2% | $134,509+23.1% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -15.65% | 945.84%-961.5pp | 701.76%-717.4pp | 418.13%-433.8pp |
| Employer contribution / active EE | $2,367 | $3,272-27.7% | $3,007-21.3% | $4,741-50.1% |
| Participant deferral / active EE | $6,283 | $4,800+30.9% | $4,394+43.0% | $6,400-1.8% |
| Admin fee / account holder | $3,000 | $5,982-49.8% | $5,329-43.7% | $11,427-73.7% |