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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 | $158,855 | $138,076+15.0% | $123,553+28.6% | $135,380+17.3% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -4.91% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $4,389 | $5,152-14.8% | $4,628-5.2% | $4,779-8.2% |
| Participant deferral / active EE | $8,589 | $6,800+26.3% | $6,426+33.7% | $5,609+53.1% |
| Admin fee / account holder | $1,184 | $10,917-89.2% | $9,284-87.2% | $10,828-89.1% |