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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 | $138,114+46.2% | $125,391+61.0% | $134,545+50.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.77% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,611 | $5,246-50.2% | $4,816-45.8% | $4,742-44.9% |
| Participant deferral / active EE | $9,208 | $7,801+18.0% | $7,448+23.6% | $6,401+43.9% |
| Admin fee / account holder | $818 | $11,570-92.9% | $10,009-91.8% | $11,431-92.8% |