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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 | $213,219 | $138,075+54.4% | $123,552+72.6% | $135,379+57.5% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -3.48% | 153.70%-157.2pp | 119.20%-122.7pp | 519.79%-523.3pp |
| Employer contribution / active EE | $1,210 | $5,152-76.5% | $4,628-73.9% | $4,779-74.7% |
| Participant deferral / active EE | $4,538 | $6,800-33.3% | $6,426-29.4% | $5,609-19.1% |
| Admin fee / account holder | $1,326 | $10,917-87.9% | $9,285-85.7% | $10,828-87.8% |