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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 | $143,233 | $180,459-20.6% | $154,108-7.1% | $135,380+5.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.98% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $3,795 | $6,035-37.1% | $5,298-28.4% | $4,779-20.6% |
| Participant deferral / active EE | $13,905 | $5,806+139.5% | $5,081+173.7% | $5,609+147.9% |
| Admin fee / account holder | $3,560 | $16,145-78.0% | $13,411-73.5% | $10,828-67.1% |