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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 | $190,050 | $104,106+82.6% | $71,086+167.4% | $135,379+40.4% |
| Participation rate | 14.3% | 65.7%-51.4pp | 54.7%-40.4pp | 82.6%-68.4pp |
| Annual return | -10.08% | 1256.30%-1266.4pp | 650.59%-660.7pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,268 | $1,485-14.6% | $1,088+16.6% | $4,779-73.5% |
| Participant deferral / active EE | $1,370 | $2,527-45.8% | $1,874-26.9% | $5,609-75.6% |
| Admin fee / account holder | $2,761 | $4,142-33.3% | $3,082-10.4% | $10,828-74.5% |