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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 | $190,572 | $99,647+91.2% | $86,439+120.5% | $134,509+41.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -15.72% | 6784.13%-6799.9pp | 4395.55%-4411.3pp | 418.13%-433.9pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,541 | $7,246+31.7% | $6,952+37.2% | $6,400+49.1% |
| Admin fee / account holder | $1,020 | $8,373-87.8% | $6,732-84.8% | $11,427-91.1% |