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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 | $209,213 | $180,466+15.9% | $154,114+35.8% | $135,382+54.5% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -6.20% | 888.15%-894.4pp | 735.16%-741.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $2,099 | $6,035-65.2% | $5,298-60.4% | $4,779-56.1% |
| Participant deferral / active EE | $4,518 | $5,806-22.2% | $5,081-11.1% | $5,609-19.5% |
| Admin fee / account holder | $37,172 | $16,144+130.2% | $13,411+177.2% | $10,829+243.3% |