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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 | $163,560 | $138,076+18.5% | $123,553+32.4% | $135,380+20.8% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -4.47% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,587 | $5,152-69.2% | $4,628-65.7% | $4,779-66.8% |
| Participant deferral / active EE | $4,477 | $6,800-34.2% | $6,426-30.3% | $5,609-20.2% |
| Admin fee / account holder | $1,446 | $10,917-86.8% | $9,284-84.4% | $10,828-86.6% |