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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 | $228,441 | $92,743+146.3% | $82,744+176.1% | $134,532+69.8% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -16.49% | 946.63%-963.1pp | 702.22%-718.7pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,739 | $3,273-46.9% | $3,008-42.2% | $4,741-63.3% |
| Participant deferral / active EE | $4,816 | $4,802+0.3% | $4,395+9.6% | $6,401-24.8% |
| Admin fee / account holder | $1,073 | $5,977-82.1% | $5,325-79.9% | $11,429-90.6% |