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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 | $153,112 | $138,102+10.9% | $125,381+22.1% | $134,532+13.8% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -19.19% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $3,227 | $5,245-38.5% | $4,815-33.0% | $4,741-31.9% |
| Participant deferral / active EE | $9,699 | $7,801+24.3% | $7,448+30.2% | $6,401+51.5% |
| Admin fee / account holder | $621 | $11,568-94.6% | $10,007-93.8% | $11,429-94.6% |