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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 | $144,095 | $138,078+4.4% | $125,363+14.9% | $134,509+7.1% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -17.57% | 750.49%-768.1pp | 572.15%-589.7pp | 418.13%-435.7pp |
| Employer contribution / active EE | $1,334 | $5,245-74.6% | $4,815-72.3% | $4,741-71.9% |
| Participant deferral / active EE | $4,706 | $7,800-39.7% | $7,447-36.8% | $6,400-26.5% |
| Admin fee / account holder | $10,948 | $11,566-5.3% | $10,005+9.4% | $11,427-4.2% |