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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 | $166,954 | $180,466-7.5% | $154,114+8.3% | $135,382+23.3% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -8.26% | 888.15%-896.4pp | 735.16%-743.4pp | 519.77%-528.0pp |
| Employer contribution / active EE | $1,884 | $6,035-68.8% | $5,298-64.4% | $4,779-60.6% |
| Participant deferral / active EE | $3,556 | $5,806-38.8% | $5,081-30.0% | $5,609-36.6% |
| Admin fee / account holder | $1,194 | $16,144-92.6% | $13,411-91.1% | $10,829-89.0% |