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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 | $214,734 | $138,102+55.5% | $125,381+71.3% | $134,532+59.6% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -12.48% | 750.73%-763.2pp | 572.31%-584.8pp | 418.27%-430.7pp |
| Employer contribution / active EE | $2,663 | $5,245-49.2% | $4,815-44.7% | $4,741-43.8% |
| Participant deferral / active EE | $7,207 | $7,801-7.6% | $7,448-3.2% | $6,401+12.6% |
| Admin fee / account holder | $37,280 | $11,568+222.3% | $10,007+272.5% | $11,429+226.2% |