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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 | $177,969 | $138,075+28.9% | $123,552+44.0% | $135,379+31.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.68% | 153.70%-159.4pp | 119.20%-124.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $3,024 | $5,152-41.3% | $4,628-34.7% | $4,779-36.7% |
| Participant deferral / active EE | $9,785 | $6,800+43.9% | $6,426+52.3% | $5,609+74.4% |
| Admin fee / account holder | $562 | $10,917-94.9% | $9,285-93.9% | $10,828-94.8% |