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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 | $157,272 | $138,102+13.9% | $125,381+25.4% | $134,532+16.9% |
| Participation rate | 52.9% | 84.5%-31.6pp | 82.4%-29.4pp | 81.2%-28.3pp |
| Annual return | -16.94% | 750.73%-767.7pp | 572.31%-589.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,161 | $5,245-77.9% | $4,815-75.9% | $4,741-75.5% |
| Participant deferral / active EE | $4,538 | $7,801-41.8% | $7,448-39.1% | $6,401-29.1% |
| Admin fee / account holder | $4,711 | $11,568-59.3% | $10,007-52.9% | $11,429-58.8% |