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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 | $142,718 | $138,114+3.3% | $125,391+13.8% | $134,545+6.1% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.2pp | 81.2%-12.0pp |
| Annual return | -19.25% | 750.88%-770.1pp | 572.41%-591.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,843 | $5,246-64.9% | $4,816-61.7% | $4,742-61.1% |
| Participant deferral / active EE | $5,212 | $7,801-33.2% | $7,448-30.0% | $6,401-18.6% |
| Admin fee / account holder | $3,915 | $11,570-66.2% | $10,009-60.9% | $11,431-65.7% |