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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 | $117,255 | $104,116+12.6% | $71,089+64.9% | $135,380-13.4% |
| Participation rate | 37.5% | 65.7%-28.2pp | 54.6%-17.1pp | 82.6%-45.1pp |
| Annual return | -8.36% | 1256.51%-1264.9pp | 650.65%-659.0pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,805 | $1,485+21.5% | $1,088+65.9% | $4,779-62.2% |
| Participant deferral / active EE | $6,938 | $2,524+174.9% | $1,873+270.5% | $5,609+23.7% |
| Admin fee / account holder | $844 | $4,142-79.6% | $3,082-72.6% | $10,828-92.2% |