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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 | $177,245 | $138,114+28.3% | $125,391+41.4% | $134,545+31.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -15.05% | 750.88%-765.9pp | 572.41%-587.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $3,489 | $5,246-33.5% | $4,816-27.5% | $4,742-26.4% |
| Participant deferral / active EE | $6,748 | $7,801-13.5% | $7,448-9.4% | $6,401+5.4% |
| Admin fee / account holder | $436 | $11,570-96.2% | $10,009-95.6% | $11,431-96.2% |