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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 | $148,770 | $180,462-17.6% | $154,111-3.5% | $135,379+9.9% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -8.04% | 888.17%-896.2pp | 735.18%-743.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $2,396 | $6,036-60.3% | $5,298-54.8% | $4,779-49.9% |
| Participant deferral / active EE | $6,359 | $5,806+9.5% | $5,081+25.2% | $5,609+13.4% |
| Admin fee / account holder | $7,664 | $16,145-52.5% | $13,411-42.9% | $10,828-29.2% |