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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 | $244,599 | $138,075+77.1% | $123,552+98.0% | $135,379+80.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.26% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $1,819 | $5,152-64.7% | $4,628-60.7% | $4,779-61.9% |
| Participant deferral / active EE | $11,506 | $6,800+69.2% | $6,426+79.1% | $5,609+105.1% |
| Admin fee / account holder | $1,847 | $10,917-83.1% | $9,285-80.1% | $10,828-82.9% |