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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 | $229,876 | $138,102+66.5% | $125,381+83.3% | $134,532+70.9% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -15.99% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,381 | $5,245-54.6% | $4,815-50.6% | $4,741-49.8% |
| Participant deferral / active EE | $7,935 | $7,801+1.7% | $7,448+6.5% | $6,401+24.0% |
| Admin fee / account holder | $7,859 | $11,568-32.1% | $10,007-21.5% | $11,429-31.2% |