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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 | $201,024 | $138,114+45.5% | $125,391+60.3% | $134,545+49.4% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.2pp | 81.2%-12.0pp |
| Annual return | -17.11% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $3,631 | $5,246-30.8% | $4,816-24.6% | $4,742-23.4% |
| Participant deferral / active EE | $9,427 | $7,801+20.8% | $7,448+26.6% | $6,401+47.3% |
| Admin fee / account holder | $12,093 | $11,570+4.5% | $10,009+20.8% | $11,431+5.8% |