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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 | $207,726 | $180,466+15.1% | $154,114+34.8% | $135,382+53.4% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -6.25% | 888.15%-894.4pp | 735.16%-741.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $1,661 | $6,035-72.5% | $5,298-68.7% | $4,779-65.3% |
| Participant deferral / active EE | $5,773 | $5,806-0.6% | $5,081+13.6% | $5,609+2.9% |
| Admin fee / account holder | $587 | $16,144-96.4% | $13,411-95.6% | $10,829-94.6% |