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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 | $161,430 | $138,075+16.9% | $123,552+30.7% | $135,379+19.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.92% | 153.70%-156.6pp | 119.20%-122.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $2,208 | $5,152-57.1% | $4,628-52.3% | $4,779-53.8% |
| Participant deferral / active EE | $5,449 | $6,800-19.9% | $6,426-15.2% | $5,609-2.9% |
| Admin fee / account holder | $2,233 | $10,917-79.5% | $9,285-75.9% | $10,828-79.4% |