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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 | $138,677 | $97,729+41.9% | $83,830+65.4% | $135,379+2.4% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -8.07% | 1287.52%-1295.6pp | 850.97%-859.0pp | 519.79%-527.9pp |
| Employer contribution / active EE | $2,792 | $4,222-33.9% | $3,631-23.1% | $4,779-41.6% |
| Participant deferral / active EE | $7,000 | $4,683+49.5% | $4,082+71.5% | $5,609+24.8% |
| Admin fee / account holder | $1,060 | $6,674-84.1% | $5,479-80.6% | $10,828-90.2% |