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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 | $113,422 | $92,743+22.3% | $82,744+37.1% | $134,532-15.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -15.28% | 946.63%-961.9pp | 702.22%-717.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,169 | $3,273-33.7% | $3,008-27.9% | $4,741-54.3% |
| Participant deferral / active EE | $9,109 | $4,802+89.7% | $4,395+107.3% | $6,401+42.3% |
| Admin fee / account holder | $5,708 | $5,977-4.5% | $5,325+7.2% | $11,429-50.1% |