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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 | $233,104 | $180,462+29.2% | $154,111+51.3% | $135,379+72.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.64% | 888.17%-896.8pp | 735.18%-743.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,478 | $6,036-75.5% | $5,298-72.1% | $4,779-69.1% |
| Participant deferral / active EE | $2,254 | $5,806-61.2% | $5,081-55.6% | $5,609-59.8% |
| Admin fee / account holder | $983 | $16,145-93.9% | $13,411-92.7% | $10,828-90.9% |