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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 | $175,860 | $180,459-2.5% | $154,108+14.1% | $135,380+29.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.60% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $4,183 | $6,035-30.7% | $5,298-21.0% | $4,779-12.5% |
| Participant deferral / active EE | $8,743 | $5,806+50.6% | $5,081+72.1% | $5,609+55.9% |
| Admin fee / account holder | $1,621 | $16,145-90.0% | $13,411-87.9% | $10,828-85.0% |