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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 | $156,823 | $138,102+13.6% | $125,381+25.1% | $134,532+16.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.85% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,049 | $5,245-60.9% | $4,815-57.5% | $4,741-56.8% |
| Participant deferral / active EE | $6,763 | $7,801-13.3% | $7,448-9.2% | $6,401+5.7% |
| Admin fee / account holder | $9,804 | $11,568-15.3% | $10,007-2.0% | $11,429-14.2% |