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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 | $180,002 | $138,102+30.3% | $125,381+43.6% | $134,532+33.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.70% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $3,491 | $5,245-33.4% | $4,815-27.5% | $4,741-26.4% |
| Participant deferral / active EE | $8,474 | $7,801+8.6% | $7,448+13.8% | $6,401+32.4% |
| Admin fee / account holder | $1,120 | $11,568-90.3% | $10,007-88.8% | $11,429-90.2% |