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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 | $195,103 | $180,462+8.1% | $154,111+26.6% | $135,379+44.1% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -7.02% | 888.17%-895.2pp | 735.18%-742.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $6,858 | $6,036+13.6% | $5,298+29.5% | $4,779+43.5% |
| Participant deferral / active EE | $5,550 | $5,806-4.4% | $5,081+9.2% | $5,609-1.1% |
| Admin fee / account holder | $2,784 | $16,145-82.8% | $13,411-79.2% | $10,828-74.3% |