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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 | $166,571 | $180,462-7.7% | $154,111+8.1% | $135,379+23.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.98% | 888.17%-895.1pp | 735.18%-742.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $5,153 | $6,036-14.6% | $5,298-2.7% | $4,779+7.8% |
| Participant deferral / active EE | $12,266 | $5,806+111.3% | $5,081+141.4% | $5,609+118.7% |
| Admin fee / account holder | $10,839 | $16,145-32.9% | $13,411-19.2% | $10,828+0.1% |