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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 | $206,078 | $97,732+110.9% | $83,831+145.8% | $135,380+52.2% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -8.79% | 1287.56%-1296.3pp | 850.99%-859.8pp | 519.81%-528.6pp |
| Employer contribution / active EE | $3,120 | $4,222-26.1% | $3,631-14.1% | $4,779-34.7% |
| Participant deferral / active EE | $12,300 | $4,683+162.7% | $4,082+201.3% | $5,609+119.3% |
| Admin fee / account holder | $1,970 | $6,675-70.5% | $5,479-64.0% | $10,828-81.8% |