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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 | $217,286 | $138,078+57.4% | $125,363+73.3% | $134,509+61.5% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.6pp | 81.2%-22.4pp |
| Annual return | -12.98% | 750.49%-763.5pp | 572.15%-585.1pp | 418.13%-431.1pp |
| Employer contribution / active EE | $3,242 | $5,245-38.2% | $4,815-32.7% | $4,741-31.6% |
| Participant deferral / active EE | $7,958 | $7,800+2.0% | $7,447+6.9% | $6,400+24.3% |
| Admin fee / account holder | $1,864 | $11,566-83.9% | $10,005-81.4% | $11,427-83.7% |