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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 | $204,111 | $138,102+47.8% | $125,381+62.8% | $134,532+51.7% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -17.69% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $5,188 | $5,245-1.1% | $4,815+7.7% | $4,741+9.4% |
| Participant deferral / active EE | $9,932 | $7,801+27.3% | $7,448+33.4% | $6,401+55.2% |
| Admin fee / account holder | $9,081 | $11,568-21.5% | $10,007-9.3% | $11,429-20.5% |