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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 | $226,884 | $138,114+64.3% | $125,391+80.9% | $134,545+68.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -12.98% | 750.88%-763.9pp | 572.41%-585.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $2,652 | $5,246-49.5% | $4,816-44.9% | $4,742-44.1% |
| Participant deferral / active EE | $11,915 | $7,801+52.7% | $7,448+60.0% | $6,401+86.1% |
| Admin fee / account holder | $14,435 | $11,570+24.8% | $10,009+44.2% | $11,431+26.3% |