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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 | $201,860 | $138,078+46.2% | $125,363+61.0% | $134,509+50.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.77% | 750.49%-767.3pp | 572.15%-588.9pp | 418.13%-434.9pp |
| Employer contribution / active EE | $2,611 | $5,245-50.2% | $4,815-45.8% | $4,741-44.9% |
| Participant deferral / active EE | $9,208 | $7,800+18.1% | $7,447+23.7% | $6,400+43.9% |
| Admin fee / account holder | $818 | $11,566-92.9% | $10,005-91.8% | $11,427-92.8% |