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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 | $221,647 | $138,075+60.5% | $123,552+79.4% | $135,379+63.7% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -5.11% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $1,926 | $5,152-62.6% | $4,628-58.4% | $4,779-59.7% |
| Participant deferral / active EE | $7,164 | $6,800+5.4% | $6,426+11.5% | $5,609+27.7% |
| Admin fee / account holder | $919 | $10,917-91.6% | $9,285-90.1% | $10,828-91.5% |