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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 | $183,036 | $138,102+32.5% | $125,381+46.0% | $134,532+36.1% |
| Participation rate | 47.4% | 84.5%-37.1pp | 82.4%-35.0pp | 81.2%-33.9pp |
| Annual return | -5.37% | 750.73%-756.1pp | 572.31%-577.7pp | 418.27%-423.6pp |
| Employer contribution / active EE | $1,859 | $5,245-64.6% | $4,815-61.4% | $4,741-60.8% |
| Participant deferral / active EE | $5,741 | $7,801-26.4% | $7,448-22.9% | $6,401-10.3% |
| Admin fee / account holder | $935 | $11,568-91.9% | $10,007-90.7% | $11,429-91.8% |