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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 | $163,649 | $138,072+18.5% | $123,549+32.5% | $135,382+20.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.65% | 153.69%-159.3pp | 119.20%-124.9pp | 519.77%-525.4pp |
| Employer contribution / active EE | $5,101 | $5,152-1.0% | $4,628+10.2% | $4,779+6.7% |
| Participant deferral / active EE | $9,742 | $6,799+43.3% | $6,426+51.6% | $5,609+73.7% |
| Admin fee / account holder | $1,776 | $10,917-83.7% | $9,284-80.9% | $10,829-83.6% |