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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 | $149,573 | $138,102+8.3% | $125,381+19.3% | $134,532+11.2% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -14.36% | 750.73%-765.1pp | 572.31%-586.7pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,838 | $5,245-65.0% | $4,815-61.8% | $4,741-61.2% |
| Participant deferral / active EE | $3,726 | $7,801-52.2% | $7,448-50.0% | $6,401-41.8% |
| Admin fee / account holder | $796 | $11,568-93.1% | $10,007-92.0% | $11,429-93.0% |