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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 | $213,120 | $138,102+54.3% | $125,381+70.0% | $134,532+58.4% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -15.92% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,560 | $5,245-70.3% | $4,815-67.6% | $4,741-67.1% |
| Participant deferral / active EE | $3,273 | $7,801-58.0% | $7,448-56.1% | $6,401-48.9% |
| Admin fee / account holder | $5,599 | $11,568-51.6% | $10,007-44.0% | $11,429-51.0% |