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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 | $167,924 | $138,072+21.6% | $123,549+35.9% | $135,382+24.0% |
| Participation rate | 52.4% | 84.7%-32.4pp | 82.3%-29.9pp | 82.6%-30.3pp |
| Annual return | -5.05% | 153.69%-158.7pp | 119.20%-124.3pp | 519.77%-524.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,024 | $6,799+3.3% | $6,426+9.3% | $5,609+25.2% |
| Admin fee / account holder | $28,735 | $10,917+163.2% | $9,284+209.5% | $10,829+165.4% |